Insight Wealth Group
Planning Consultants, Alternative Investments
Our clients are where they are today because of hard work and a commitment to investment in themselves. Often times that means our clients are, or have been, business owners. They understand how to identify value in the market place and they understand what it means to take risk.
When they consider their investment portfolio, they are often interested in identifying new and innovative ways to add value to their portfolio. They understand the value of liquid, marketable securities, but for a portion of their portfolio they want to engage more creative strategies to take advantages they see in the marketplace.
That’s where Insight Wealth Group’s Non-Standard Asset (NSA) Platform fits in. We work with experts throughout the NSA industry to identify opportunities for investors that they wouldn’t find elsewhere. This can include a multitude of different direct investment options in programs like real estate, oil & gas, venture capital, equipment leasing, etc.
As with any investment opportunity, there are strengths and weaknesses associated with utilizing non-standard investments in a client’s portfolio. Typically these investments are limited to high net worth, accredited investors who have the ability to understand the intricacies of these programs. When utilized in a prudent manner, we believe these assets can provide a special touch that investors can’t find elsewhere.
, Planning Consultants