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$100 Investment Minimum for US citizens. Our App fully guides you in building long/short portfolios of actual stocks using automated account management. Accounts are accepted from citizens or residents of all countries except citizens or residents of those countries that are prohibited by the US Office of Foreign Assets Control.
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Insight Advisors, LLC is a SEC Registered Investment Adviser. An investor should consider the investment objectives, risks, charges and expenses of our investment program carefully before investing. To obtain a disclosure document containing this and other information, please call 1-310-990-3958 or register with our site. Read the disclosure documents carefully before you invest. An investment in the investment program involves risk, including loss of principal. By using this website, you accept our Terms of Use and Privacy Policy.
We have a fundamental obligation to act in your best interest.
We eliminate conflicts of interest or provide full and fair disclosure of all material disclosure of conflicts of interest.
Insight does not charge for our app. If you elect to have Insight manage a separate account after receiving an initial investment plan, you will be charged a management fee based on your assets under management.
Separate Accounts
A client with a managed separate account will pay Insight a management fee of 1.57% annualized of a client’s separate account net value, calculated and payable on a daily basis.
The management fee will be deducted directly from a client’s separate account.
Additional Fees and Expenses
Insight’s fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses which will be the responsibility of the client. Clients also will incur additional charges directly imposed by custodians, brokers, third party investment and other third parties such as custodial fees, deferred sales charges, transfer taxes, wire transfer and electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions.
Neither Insight nor any of its supervised persons accepts compensation (e.g., brokerage commissions) for the sale of securities or other investment products.
Insight Advisors, LLC began as specialized investment management firm providing alternative expertise to sophisticated investors across the globe. Originally focused exclusively on hedge funds, Insight now manages a suite of core strategies along with customized solutions to address a wide range of objectives and opportunities.
Mike Tito is a hedge fund manager who began his career as a prop trader for Wilshire Associates and an investment analyst at Ivory Capital. Tito has successfully applied his systems for large hedge funds and his personal investments ever since. Tito, and the people who use such systems have come to be known as "quants" — it's a reference to the quantitative-analysis techniques they employ. Most recently, Tito has been focused individual investors the ability to more fully diversify their portfolios via access to an automated solution.
Insight aims to fill the gap and provide intelligent, independent low cost investment advice online. After completing an online questionnaire concerning their personal finances, investment goals and time horizon at www.insightadvisors.co, clients receive investment advice through its interactive website.
Insight’s computer-based application and algorithm processes and analyzes each client’s response, creates an investment plan, and then helps the client implement that plan using an app.
Insight utilizes simple brokerage accounts, separately managed accounts, or SMAs, an alternative to funds and ETFs. In contrast to owning a share in a fund, SMAs allow the investor to own each of the individual stocks that comprise the investment strategy. Ownership of the individual securities enables advanced customization and tax management techniques.
INVESTMENT PHILOSOPHY
Insight believes that having the ability to go long or short creates more potential for better risk-adjusted returns and this is how hedge fund strategies achieve lower historical correlation to traditional asset classes. Insight believes in allocating among hedge fund strategies using asset allocation approaches borrowed from traditional investing. Not all strategies work in every market environment. The Investment Adviser feels it can quickly allocate to certain strategies where it believes it can gain an advantage. Insight also believes that each hedge fund strategy inherently has its own idiosyncratic risk. By utilizing a multi-strategy approach, we are able to diversify that strategy-specific risk.
ADVISORY SERVICES
Insight provides discretionary investment advisory services. Investors may invest in a discretionary pooled investment vehicle or have Insight manage its assets via a separate account arrangement governed by an investment management agreement.
Insight’s investment advisory services for separate accounts consist of sourcing and analyzing investment opportunities, making investments, monitoring investments, disposing of investments already made by each client, and providing risk management services to each client. The service is offered through Insight’s interactive website, www.insightadvisorsllc.com.
Insight’s clients take an online questionnaire that measures their risk tolerance, investment goals, and investment objectives. It may also gather other information about the client such as investment experience, household income, age, and investable assets. The client’s answers are used to formulate a recommended investment allocation. The client has the option of receiving the recommendation by email and executing the transactions themselves, or having Insight execute the transactions in the client’s account.
Insight’s portfolio management services are tailored to the goals of each portfolio. Although a client may place restrictions upon the types of securities or specific securities to be purchased, sold or held in such client’s account, these restrictions must be in writing and accompany the applicable investment management agreement.
With regard to the pooled investment vehicle, Insight serves as managing member of Insight Multi-Strategy U.S. Partners LLC, a Delaware limited liability company organized in February 2010 (the “Fund”). The Fund is not registered as an investment company, in reliance on Section 3(c)7 of the Investment Company Act of 1940, as amended (the “ICA”), which permits private investment companies (such as the Fund) to sell their interests on a private placement basis to “qualified purchasers,” as such term is defined in the ICA.
Insight does not participate in or sponsor wrap-fee programs.
Separate Accounts
A client with a managed separate account will typically pay Insight a management fee equal to 1.57% annualized of a client’s separate account net liquidation value, calculated and payable on a daily basis.
The management fee will be deducted directly from a client’s separate account.
Insight may waive any portion of any management fee for any client in its sole and absolute discretion. Insight will generally waive the portion of the management fees otherwise payable by the clients which are attributable to any applicable clients that are members, officers, principals, directors or employees of Insight, or their family members. Insight has imposed different fees (both asset- and performance-based) on different clients and may do so in the future.
Additional Fees and Expenses
Insight’s fees are exclusive of brokerage commissions, transaction fees, and other related costs and expenses which will be the responsibility of the client. Clients also will incur additional charges directly imposed by custodians, brokers, third party investment and other third parties such as custodial fees, deferred sales charges, transfer taxes, wire transfer and electronic fund fees, and other fees and taxes on brokerage accounts and securities transactions.
Neither Insight nor any of its supervised persons accepts compensation (e.g., brokerage commissions) for the sale of securities or other investment products.
Insight’s Multi-Strategy Investment Program seeks to provide investors with exposure to a diversified portfolio of investments utilizing alternative investment strategies. The program’s multi-asset structure seeks to take advantage of broad market opportunities. Insight will not follow a rigid investment policy that would restrict it from participating in any market, strategy or investment. In fact, client’s assets may be deployed in whatever markets or strategies are deemed appropriate under prevailing economic and market conditions to attempt to achieve long-term capital appreciation. Insight may employ one or more of the investment strategies discussed below, among others. The discussion of particular strategies below is not, in any way, intended to predict the mix of strategies that will be represented in a client’s portfolio. In fact, only a limited selection of the depicted strategies may be represented in the portfolio.
Equity Long/Short. This strategy includes the purchase and sale of listed equities. Generally investments will be in mis-priced securities trading at substantial discounts to underlying fundamental values, or alternatively, on the short side, identify securities trading at substantial premiums to underlying fundamental values. Investments should possess a confirmable thesis for trading at a discounted or premium level and also have an identifiable catalyst for the disparity to be eliminated.
Event Driven. This strategy entails investing in securities of companies involved in mergers or acquisitions. The strategy also includes investing in stocks of companies involved in spin-offs, capital structure reorganizations, liquidations, and companies experiencing financial or operational difficulties.
Relative Value. These techniques exploit relative value inefficiencies in the fixed income markets. The strategy can also involve the purchase of an undervalued convertible bond, while hedging with a short position in the underlying equity. The future relationship of the prices of the two securities can be reasonably predicted, and profits are made as the price of the convertible bond converges to its fair value.
Global Macro. This strategy invests long and short in global financial instruments based on a top-down economic and capital market conditions. The strategy also utilizes proprietary computerized quantitative models and trading strategies focused on commodity trend following.
Dedicated Short. This strategy is a dedicated completion portfolio designed to reduce unwanted market risks using short sales. A short sale involves the sale of a security which a Client does not own in the expectation of purchasing the same security (or a security exchangeable therefor) at a later date at a lower price.
| Composite Gross Return (%) | Composite Net Return (%) | HFRX Global Hedge Fund Index (%) | |
|---|---|---|---|
| 2022* | -13.55 | -14.14 | -3.31 |
| 2021 | 19.98 | 18.15 | 3.65 |
| 2020 | 140.49 | 136.98 | 6.81 |
| 2019 | 64.75 | 62.28 | 8.62 |
| 2018 | -43.67 | -44.60 | -6.72 |
| 2017 | 5.52 | 3.89 | 5.99 |
| 2016 | -8.96 | -10.40 | 2.50 |
| 2015 | 9.26 | 7.57 | -3.64 |
| 2014 | 9.80 | 8.10 | -0.58 |
| 2013 | 11.46 | 9.74 | 6.72 |
| 2012 | 6.40 | 4.75 | 3.51 |
| 2011 | -6.52 | -7.99 | -8.87 |
| 2010** | -2.96 | -4.10 | 4.93 |
| YEAR | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022* | -9.27 | 2.72 | -1.41 | -10.53 | 4.45 | -14.14 | |||||||
| 2021 | 0.70 | -0.10 | -3.29 | 5.13 | 3.30 | 0.55 | -1.24 | 1.77 | -0.23 | 6.51 | 3.01 | 1.10 | 18.15 |
| 2020 | -0.64 | 2.01 | 26.19 | 12.61 | 13.99 | 1.79 | 25.09 | 11.66 | -15.00 | 0.61 | 9.13 | 8.78 | 136.98 |
| 2019 | 26.57 | 9.26 | 4.58 | 6.74 | -9.16 | 8.27 | -2.20 | -10.88 | 3.38 | 1.78 | 12.18 | 3.89 | 62.28 |
| 2018 | 3.63 | -4.94 | -2.98 | -0.86 | -0.51 | 0.13 | 2.67 | 4.48 | 0.99 | -23.89 | 0.26 | -28.99 | -44.60 |
| 2017 | -0.59 | -0.66 | 0.14 | 0.08 | 0.13 | 1.06 | 0.23 | -1.02 | 0.50 | 2.10 | 0.70 | 1.18 | 3.89 |
| 2016 | -4.86 | -2.03 | 2.06 | -3.87 | 1.45 | -3.94 | 2.13 | -0.27 | -1.41 | 1.07 | -.0.02 | -0.93 | -10.40 |
| 2015 | -0.88 | 3.90 | 1.63 | -1.91 | 2.69 | -1.05 | 2.19 | -4.13 | -1.13 | 4.67 | 2.31 | -0.58 | 7.57 |
| 2014 | -0.29 | 0.72 | 0.25 | -1.04 | 3.44 | 1.58 | -2.35 | 2.70 | -1.93 | 2.63 | 2.23 | 0.07 | 8.10 |
| 2013 | 1.65 | -1.06 | 3.32 | 3.01 | 0.81 | -4.63 | 3.85 | -1.52 | 3.30 | 1.70 | 2.67 | 3.34 | 9.74 |
| 2012 | 3.89 | 2.22 | -0.08 | -1.39 | -5.31 | 1.76 | 1.61 | -0.36 | 0.73 | 0.13 | 0.22 | 1.51 | 4.75 |
| 2011 | 3.93 | 4.55 | -1.74 | -0.09 | 0.06 | -3.92 | -3.42 | -4.86 | -7.17 | 4.86 | 2.78 | -2.29 | -7.99 |
| 2010** | -7.87 | 0.22 | 10.95 | 0.24 | -1.82 | -7.22 | 2.94 | -5.12 | 4.98 | -4.10 |
Insight Advisors, LLC claims compliance with the Global Investment Performance Standards (GIPS®).
1. Insight Advisors, LLC (the Company), a Delaware limited liability company, was established in December 1999 as a registered investment advisor regulated under the Investment Advisers Act of 1940, as amended. The Company provides investment advisory products and services to pension plan sponsors, asset managers, insurance companies, banks, other institutional clients, and high net-worth individuals.
2. The Insight Multi-Strategy Composite ‘s investment objective is to provide attractive risk-adjusted returns by providing exposure to a diversified group of hedge fund disciplines. Sophisticated screening is combined with fundamental analysis and an in-depth, time intensive, investigative style of research. Strategies employed include event driven, relative value, equity long/short, global macro and dedicated short.
3. The benchmark is the HFRX Global Hedge Fund Index, which is designed to be representative of the overall composition of the hedge fund universe. It is comprised of all eligible hedge fund strategies; including but not limited to convertible arbitrage, distressed securities, equity hedge, equity market neutral, event driven, macro, merger arbitrage, and relative value arbitrage. The strategies are asset weighted based on the distribution of assets in the hedge fund industry.
4. Valuations are computed and performance is reported in U.S. dollars. The composite uses leverage. The target maximum gross exposure (longs plus shorts) is less than 250% of capital.
5. Gross-of-fees returns are presented before management and custodial fees but after all trading expenses. Net-of-fees returns are calculated by deducting the model fee from the gross performance. The annual management fee is 1.57%. The composite contains all non-fee paying portfolios.
6. The historical returns represented (as well as any estimates or projections) are not a prediction of future performance of a client and there can be no assurance that these or comparable returns or values will be achieved by a client, that a client’s performance objectives will be achieved or that there will be any return of capital. Actual investor return may vary from the results stated herein based on the timing of any investor’s investment in the program. Monthly and Year-to-date data are based on management’s estimates as of the date hereof for performance of the investment program from May 1, 2022 to May 31, 2022. Such data may change upon completion of month-end valuation procedures and any changes could be material.
To receive a complaint presentation, please contact mtito@insightadvisors.co
Insight’ customized strategies seeks to provide investors with exposure to a diversified portfolio of traditional asset classes. Insight may employ one or more of the investment strategies discussed below, among others. The discussion of particular strategies below is not, in any way, intended to predict the mix of strategies that will be represented in a client’s portfolio. In fact, only a limited selection of the depicted strategies may be represented in the portfolio.
Large Value.This algorithm employs a quantitative approach designed to track the performance of the CRSP US Large Cap Value Index, a broadly diversified index predominantly made up of value stocks of large U.S. companies. The investment manager will attempt to track the target index by investing all, or substantially all, of its assets in the stocks of large U.S. companies.
Large Growth. Employs a quantitative approach designed to track the performance of the CRSP US Large Cap Growth Index, a broadly diversified index predominantly made up of growth stocks of large U.S. companies. The investment manager will attempt to track the target index by investing all, or substantially all, of its assets in the stocks of large U.S. growth companies.
Small Value. Here Insight employs a quantitative approach designed to track the performance of the CRSP US Small Cap Value Index, a broadly diversified index predominantly made up of value stocks of small U.S. companies. The investment manager will attempt to track the target index by investing all, or substantially all, of its assets in the stocks of small value U.S. companies.
Small Growth. This program employs a quantitative approach designed to track the performance of the CRSP US Small Cap Growth Index, a broadly diversified index predominantly made up of growth stocks of small U.S. companies. The investment manager will attempt to track the target index by investing all, or substantially all, of its assets in the stocks of small growth U.S. companies.
International. For International investing, Insight uses a quantitative approach designed to track the performance of the FTSE Developed All Cap ex US Index, a market-capitalization weighted index representing the performance of over 3000 large, mid, and small cap companies in 24 developed markets, excluding the USA. The investment manager will attempt to track the target index by investing all, or substantially all, of its assets in the stocks of non-U.S. companies.
Use the links below to access information for the Insight Robo-Advisor Program.
To access Morningstar’s Comprehensive Report on the Insight Multi-Strategy Program SMA (Morningstar ID - F00000WAML), advisers may consult their SMA-capable Morningstar product: Morningstar® DirectSM, Morningstar® Data, Morningstar® Advisor WorkstationSM, Morningstar® Principia®, or Morningstar® Investment ProfilesTM. About Morningstar and the Star Ratings System Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Morningstar rates separate accounts from one to five stars based on how well they have performed in comparison to similar funds. The Overall Morningstar Rating for a separate account is derived from a weighted average of the performance figures associated with its three-, five- and 10-year (if applicable) Morningstar Rating™ metrics. Within each Morningstar Category, the top 10% of separate accounts receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and the bottom 10% receive one star. To learn more, visit www.morningstar.com or www.corporate.morningstar.com. Insight Advisors, LLC is a SEC Registered Investment Adviser. An investor should consider the investment objectives, risks, charges and expenses of our investment program carefully before investing. To obtain a disclosure document containing this and other information, please call 1-310-990-3958 or register with our site. Read the disclosure documents carefully before you invest. An investment in the investment program involves risk, including loss of principal. By using this website, you accept our Terms of Use and Privacy Policy.