$35.2M Total AUM
$35.2M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-26-2012
- Office Locations
- 1
Office Locations
-- Eugene OR
About Insight Investment Solutions
Insight Investment Solutions is a Eugene, Oregon wealth management firm led by Steven R. Curtis. The firm provides financial planning, portfolio construction, asset management, and tax planning, with a focus that includes entrepreneurs. Portfolios emphasize asset allocation and risk management, with meaningful use of ETFs alongside cash and investment‑grade corporate bonds. The firm is currently not taking new clients.
Team overview
49 AVG AGE
$35.2M AVG AUM / ADVISOR
$782.0K AVG AUM / CLIENT
13.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
13yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
STEVEN R CURTIS
Owner
- CRD
- #6130251
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,189,992 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,189,992 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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