This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-07-2021
- Office Locations
- 2
Office Locations
About Insight Capital Management
Sustainable Insight Capital Management (SICM) is an institutional equity manager running disciplined, systematic long-only strategies across U.S. and international markets for asset owners. The firm offers active mandates including global, growth, and impact equity, and partners with asset owners/managers to customize products for ESG and long-term objectives. Its US Impact Equity portfolio is co-managed with ESG data provider Impact-Cubed.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Dustin Blodgett
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5953002
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Scott Alan Berg
Financial Advisor
- CRD
- #1053783
Michael Ramon Chapman
--
- CRD
- #8013203
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $330,500,000 | $374,292 |
| Non-Discretionary | $0 | -- |
| Total | $330,500,000 | $374,292 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing