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GET THE MOST FROM YOUR LIFE. GET THE MOST FROM YOUR WEALTH. THE COMPLEXITIES OF WEALTH. _CLARIFIED._ Money, the truism goes, can’t buy happiness. But wealth well managed can bring peace of mind. Since 1993, The Insight Group has helped a tellingly loyal clientele set their individual opportunities, responsibilities, and aspirations into motion. ALLOW US TO MAKE INTRODUCTIONSINTRODUCTIONS
CONSULTANTS TO THE CORE Many financial professionals use the term “advisors.” But at The Insight Group, we take that title to heart. As an independent, boutique wealth management firm, we are poised in every way to implement outstanding financial solutions in our clients’ best interests. That means not being tied to commissions, contracts with a parent company, or undistinguished cookie-cutter plans. We have the reasons and the resources to build prolonged, prosperous relationships. AND IT WORKS. The people who trust The Insight Group help extend our relationships (and yes, friendships) to their families and associates. It is not uncommon for our team to assist multiple generations, and provide invaluable long-term understanding and advice as personal financial situations evolve through the years. When you collaborate with The Insight Group, we make managing your wealth, your decisions, and your life a little easier.ADVICE, ABOVE ALL
Comprehensive consideration of your wellbeing. That’s what elevates The Insight Group’s services even beyond our financial focus. Our proactive research and consultation ensures you’ll feel enlightened about your remarkably personal plan. LEARN ABOUT THE INSIGHT GROUP EXPERIENCE INTELLIGENT INVESTING Academically driven portfolio construction. Impressively low costs. Incomparable attention to tax efficiencies. Strategies that cement planning proficiency. These are all advantages that differentiate investing with The Insight Group. DISCOVER OUR DIFFERENCESHARE YOUR STORY
The right answers begin with the right questions. We believe that process is a two-way street. Allow us to tell you more about our services. We’d love to learn about your hopes and ambitions inreturn.
SHARE YOUR PRIORITIESALL TOGETHER NOW
A savvy, well-informed financial advisor makes all the difference in wealth management. And when a full team of expert advisors put their heads together on your behalf, that difference is profound. Learn about the unique collaboration method at The Insight Group.MEET YOUR TEAM
YOUR TEAM
WE WORK WITH YOU. AND WITH EACH OTHER. You could point out that “wealth” starts with “we.” But that goes without saying at The Insight Group. Instead of selecting a single financial manager, our clients enjoy the efforts and expertise of a tight-knit team working from multiple fronts. The resulting financial solutions are more creative. More balanced. More personally framed to the one-of-a-kind needs and goals that only you can define. It’s not unusual for one of our team members to explore an industry innovation on your behalf, ask an associate to build on that idea, and then bring a carefully examined solution to you. Our team is proactive. Productive. Personal. We’re a group that truly understands (and works to earn) your partnership.*
MARK MATLEY
Founding principal
MARK MATLEY
Founding principal
*
PAUL SALISBURY
Founding principal
PAUL SALISBURY
Founding principal
*
CHUCK CUTLER
Principal
CHUCK CUTLER
Principal
*
SCOTT SAYRE
Director of PlanningSCOTT SAYRE
Director of Planning*
JAMIE TARRANT
Director of Client ServicesJAMIE TARRANT
Director of Client Services*
BRENDA WINN
Client Services
BRENDA WINN
Client Services
*
ALI RIGBY
Administrative AssistantALI RIGBY
Administrative Assistant*
JULIE SWEETEN
Administrative AssistantJULIE SWEETEN
Administrative Assistant*
LYNDSEY XA
Financial Planning SpecialistLYNDSEY XA
Financial Planning Specialist*
WYATT DEGOOYER
Financial Planning SpecialistWYATT DEGOOYER
Financial Planning SpecialistMARK MATLEY
Founding principal
For nearly three decades Mark has dedicated his career to helping select clientele achieve their personal vision of success. His ability to provide sound counsel to clients on a wide variety of topics both financial and non-financial is a rare talent in the industry. Mark graduated magna cum laude in Economics, began his career as an analyst on Wall Street, and eventually channeled his love for finance into a new business venture, The Insight Group. Seeing a gap in the marketplace for a wealth management firm that was focused on advice not sales, Mark and his business partner, Paul Salisbury, set out to build a unique and personalized experience for clients that delivered a level of service well beyond the norm. Mark’s other great passion is his family – he is married with three daughters. He enjoys golf, tennis, skiing, and travelling. Mark and his family reside in Holladay, Utah.CREDENTIALS
* Chartered Financial Consultant (ChFC) * Chartered Life Underwriter (CLU)EDUCATION
* Brigham Young University, B.A. in Economics, Magna Cum LaudeWORK HISTORY
* Dean Witter Capital Markets, Financial Institutions Group AnalystPAUL SALISBURY
Founding principal
Paul has been an independent investment advisor for over 30 years. After co-founding The Insight Group with his business partner, Mark Matley, in 1993, Paul and Mark set out on a path to provide a client experience and planning process that has now become known for quality and excellence throughout the industry. Paul's primary focus is to help his clients achieve their life-wealth goals while striving to maintain excellence at every level . He listens carefully to know and understand his clients giving sound advice with integrity, clear communication, transparency, and expertise. He works hard to provide proactive solutions with state-of-the-art digital access. When he is not working, Paul loves spending time exploring the outdoors with his wife Lisa, their four married children and spouses, and four amazing grandchildren. Herein lies the true treasure of life!CREDENTIALS
* CERTIFIED FINANCIAL PLANNER™ * Chartered Financial Consultant (ChFC) * Chartered Life Underwriter (CLU)EDUCATION
* University of Utah, B.A. in Finance, Cum LaudeAFFILIATIONS
* Served as Chairman of the Board, President, and Officer in the former International Association for Financial Planning, Utah ChapterCHUCK CUTLER
Principal
Chuck Cutler has worked over 25 years in the financial services industry. After a successful college football career, where he earned First Team Academic All-American status in 1987 and 1988, he began his professional career with the MONY Group. In 1999 Chuck joined his former college roommate Mark Matley at the Insight Group. Currently he is the managing partner at the Financial Insight Center, an affiliated registered investment advisory firm, as well as a principal at The Insight Group. Chuck excels in drawing out clients’ key priorities and responding honestly, sensitively, and informatively through sound judgment and a principle driven approach. Chuck enjoys spending time with his family, mountain biking, and travelling.CREDENTIALS
* Chartered Financial Consultant (ChFC) * Chartered Life Underwriter (CLU)EDUCATION
* Brigham Young University, B.S. in Business Management with anemphasis in Finance
WORK HISTORY
* Beneficial Financial Group, Senior Executive * The MONY Group, Managing DirectorSCOTT SAYRE
Director of Planning Seeing grand, scenic vistas from remote Uintah mountain trails doesn’t happen often enough for Scott Sayre. But when it comes to his daily work, there’s no shortage of “big pictures” in his mind. As Director of Planning for the Insight Group, Scott analyzes the financial, legal, and tax implications of each client’s plan and then summarizes them into a format that can be readily understood. While most people have no point of comparison for their estate and wealth management documents, Scott sees them every day, so he’s attuned to potential issues, missing details, and different angles for consideration. His expertise is recognized within the industry; Scott often travels to teach and prepare finance professionals for the national CFP exam. A “finance guy” since childhood, Scott remembers getting a money bag for a birthday present—a gift that foreshadowed his career vision.CREDENTIALS
* CERTIFIED FINANCIAL PLANNER™ * Certified Fund Specialist (CFS)EDUCATION
* Brigham Young University, B.S. in Business Management * College for Financial Planning, M.S. in Financial PlanningAFFILIATIONS
* Served as Chairman of the Board and President in the former International Association for Financial Planning, Utah ChapterJAMIE TARRANT
Director of Client Services She doesn’t like chocolate (really!). But Jamie Tarrant sure knows what Insight Group clients appreciate. As Director of Client Services, Jamie orchestrates the entire client experience from implementing planning recommendations to highly personalized lifestyle events. A self-described detail person, Jamie masterminds the “lagniappe” of the firm—the unexpected services above and beyond what people expect. Our clients are continually delighted with exemplary service, invitations to thoughtful social functions, and sometimes, even their favorite kind of chocolates.EDUCATION
* Brigham Young UniversityBRENDA WINN
Client Services
Dedication, commitment and loyalty are character traits that Brenda Winn strives for in both her personal and professional settings. As a working mother of four, she knows the importance of hard work and the art of multi-tasking—a skill highly valued in the Client Services Department. No matter the task at hand, Brenda fulfills the necessary requirements to ensure that the end result for her clients and co-workers is not only completed, but completed to the best of her ability and with the utmost professionalism.EDUCATION
* Salt Lake Community CollegeALI RIGBY
Administrative Assistant Traveling the world is one of Ali Rigby’s great pleasures. Being able to take on different perspectives from the places she’s visited is something that has carried over to the variety of duties she holds at The Insight Group. Her favorite destination being New York City, Ali is accustomed to the energetic atmosphere of the office. Working closely with Director of Planning, Scott Sayre, Ali is instrumental in preparing reports for clients and assembling required documentation. Always one to try something new, Ali puts her adventurous character to work by taking on numerous office management tasks.EDUCATION
* University of Utah, B.A. in Communication, Emphasis in PublicCommunication
JULIE SWEETEN
Administrative Assistant Having spent 24 years in the medical field, Julie Sweeten understands what it means to take care of people and ensure their needs are met. Her skills and experience translate beautifully to The Insight Group where she is the first to greet clients and put them at ease. Julie actively supports scouting and the local schools in her community; she sees the value extra effort brings to relationships and reflects that philosophy in her work here.EDUCATION
* Diablo College, Associate’s DegreeLYNDSEY XA
Financial Planning Specialist Lyndsey always knew growing up that she wanted to help people. She found financial planning brought her love of people and problem-solving skills together. Joining The Insight Group family was a pivotal moment turning her childhood dream into a reality. At The Insight Group, she plays a key role in building custom financial plans for clients to reach their goals. In her free time, she loves traveling to new destinations and indulging in diverse cuisines. She attributes her strong work ethic to her parents who immigrated from Vietnam to the U.S. to chase the American dream.EDUCATION
* Utah Valley University, B.A. in Personal Financial Planning, CumLaude
WYATT DEGOOYER
Financial Planning Specialist Wyatt would be the first to tell you that he absolutely loves his job. He became a Financial Planner because he wanted to have a positive impact on others' lives. At The Insight Group, he is making this dream a reality. Wyatt's skill with finance and affinity for people landed him his position at The Insight Group where he develops thoughtful financial plans to help clients achieve their goals. In his spare time, Wyatt is an avid fisherman and enjoys spending time with his growing family. Out of all his accomplishments, Wyatt believes his greatest is being a father.EDUCATION
* Utah Valley University, B.A. in Personal Financial Planning, CumLaude
*
2018 EDITION OF THE FINANCIAL TIMES 300 TOP REGISTERED INVESTMENT ADVISORS The list recognizes top independent RIA firms from across the U.S. 1*
RANKED #19 IN FINANCIAL ADVISER’S 2017 TOP 50 FASTEST-GROWING FIRMS2* Previous
* Next
YOUR PLAN
WE SPEAK BESPOKE
WHEN YOU ENGAGE WITH THE INSIGHT GROUP, YOUR STORY INFLUENCES A STRIKINGLY PERSONAL PLAN. TOGETHER, WE’LL IMPLEMENT A PROCESS FOR WHICH THE IMPACT AND EFFECTIVENESS HAVE BEEN HONED SINCE 1993. YOUR PRESENT STATUS, SHORT-TERM GOALS, AND DEEP-ROOTED PRIORITIES EMERGE ALONGSIDE YOUR OWN AREAS OF INTEREST AND EXPERTISE, ALLOWING US TO UNDERSTAND HOW TO TRULY TAILOR AN IDEAL SOLUTION. The Insight Group esteems team contributions, and that includes prowess within our office and beyond. We frequently refer and involve third-party professionals to provide specific advice and services. However, we never simply pass along your request. The Insight Group assures an understanding of your objectives with an outside party, then we get the legwork done. That means no phone calls or fuss, no head scratching or hassles for you. Just a plan so well executed, you simply review and approve. Our concern for our clients is not limited to financial matters. We consider a comprehensive view of your total well being including physical, emotional, social, spiritual, and philanthropic facets. Clients of The Insight Group are regularly invited to participate in personalized, educational sessions we arrange with industry influencers. Topics may relate to difficult realities such as elder care, or long-awaited indulgences like travel for couples or multi-generations.YOUR INVESTMENTS
ADD MORE INSIGHT TO YOUR INVESTMENTS A PERSONAL APPROACH IS THE HALLMARK OF EXCELLENCE AT THE INSIGHT GROUP. WE BACK THAT UP WITH OUR CAREFULLY CONSTRUCTED INVESTMENTAPPROACH.
WE INVEST DIFFERENTLY We build portfolios based on the science of capital markets, decades of research guide the way. Our portfolio construction is reasoned and precise, with performance that demonstrates its efficacy. Our goal is to develop an outstanding investment experience to every client. LOW COST IMPLEMENTATION Being true to our role as advisors, not salespeople, The Insight Group assists clients with fee-based investments. Even more important in the long run, expenses for our portfolios are well below industry averages. Savings in fees alone create a tremendously positive impact on long-term investments.TAX EFFICIENCY
The Insight Group places a premium on making investments as tax efficient as possible. Our principled methods implement no fuzzy rationale or “secret sauce.” Just a team of knowledgeable advisors who put an inordinate amount of time and attention into the details of tax management. This strategy is a tremendously powerful way to increase returns without increasing risk.TECH INTELLIGENCE
Many advisors include an online management component with their services. But few put it to work like The Insight Group. Providing a real-time, comprehensive view of your wealth, our financial platform becomes invaluable to your planning. By running any variable for any scenario, our system-savvy advisors effectively demonstrate the impact your decisions can make on your portfolio and goals.YOUR STORY
PUT YOUR VOICE TO YOUR VISION YOUR LIFE, YOUR GOALS, YOUR WEALTH ARE UNLIKE THOSE OF ANYONE ELSE. LET US HELP YOU ELEVATE THEM ALL. ALLOW US TO SET AN APPOINTMENT TO DISCUSS YOUR PERSONAL PRIORITIES. CALL 801-944-7702 WITH YOUR QUESTIONS, OR EMAIL US WITH YOUR PREFERRED CONTACT NUMBER AND THE BEST TIME TO REACH YOU.CLIENT CENTER
YOUR WEALTH
MANAGEMENT SITE
YOUR INVESTMENT
PORTFOLIO
HOW WE SAFEGUARD
YOUR INVESTMENTS
Email: info@insightgroup.comPhone: 801-944-7702
Fax: 801-944-7708
Office: 3115 E Lion Lane Ste. 100 Salt Lake City, UT 84121 MAP & DRIVING DIRECTIONS* Privacy Policy
* |
* Terms & Conditions Investment Advisory Services offered through The Insight Group® Inc. A Registered Investment Advisor. The Insight Group® Inc. is independently owned and operated. The Insight Group® Inc. may only transact business in this state if first registered, excluded or exempted from state investment adviser, or investment advisor representative registration requirements. Follow-up and individualized responses to persons in this state by The Insight Group, Inc. or investment advisor representatives that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, as may be, will not be made absent compliance with state investment adviser or investment advisor representative registration requirements, or an applicable exemption or exclusion. The_ _Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the _Financial Times_ (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The _Financial Times_ in exchange for inclusion in the FT 300. IMPORTANT DISCLOSURES: Hyperlinks on this Website are provided as a convenience. The Insight Group, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Website or incorporated herein, and takes no responsibility for the same. All such information is provided solely for convenience, educational, and informational purposes only, and all Users are guidedaccordingly.
1. FINANCIAL TIMES – TOP 300 RIA FIRM, 2017, 2018,2019 Source: Financial Times (June 22, 2017; June 28, 2018, June 27, 2019) “FT” and “Financial Times” are trademarks of The Financial Times Ltd. (“FT”). The Financial Times “300 Top Registered Investment Advisers” is an independent listing (“The FT 300”) produced annually. FT is not affiliated with The Insight Group, Inc. The FT 300 is presented as “an elite group,” not a competitive ranking of one to 300. The results are not based upon information or opinions of participating Registered Investment Advisers’ (“RIA’s”) clients. Therefore, inclusion on The FT 300 is not representative of any participating RIA’s clients’ experiences. Neither the participating RIAs nor their employees pay a fee to The Financial Times in exchange for inclusion in The FT 300. The Insight Group, Inc. was published on The FT 300 in 2017, 2018, 2019. The Insight Group, Inc. applied for consideration, and the result was independently granted. Methodology: This sixth edition of the FT 300 assesses registered investment advisers (RIAs) on traits desirable to investors. To ensure a list of established companies with substantial expertise, we examined the database of RIAs registered with the US Securities and Exchange Commission and selected those that reported $300m or more in assets under management (AUM). The Financial Times and Ignites Research, the FT’s sister title, invited more than 2,000 qualifying RIA companies to complete a lengthy application that gave us more information about them. We added this to our own research into their practices, including data from regulatory filings. Some 740 RIA companies applied and 300 made the final list. The formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. Areas of consideration include adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility. The reasons for these are as follows: AUM signals experience managing money and client trust. AUM growth rate can be a proxy for performance, as well as for asset retention and the ability to generate new business. Companies’ years in existence indicates reliability and experience of managing assets through different market environments. Compliance record provides evidence of past client disputes — a string of complaints can signal potential problems, for example. Industry certifications (CFA, CFP, etc) show the company’s staff has industry knowledge and signals a professional commitment to investmentskills.
Online accessibility demonstrates a desire to provide easy access and transparent contact information. AUM accounted for an average of 70 to 75 per cent of each adviser’s score. Also, asset growth accounted for an average of 15 per cent. This year, to emphasize long-term client satisfaction, we used a three-year growth rate instead of the one- and two-year growth rates we used in the past. Additionally, the FT caps the number of advisory companies from any one state, based roughly on the distribution of millionaires across the US. We present the FT 300 as an elite group, not a competitive ranking of one to 300. This is the fairest way to identify the industry’s elite advisers while accounting for the companies’ different approaches and different specializations. The research was conducted on behalf of the FT by Ignites Research, a Financial Times sister publication. FT indicates that the methodology used to evaluate inclusion on The FT 300 is quantifiable and objective, and that the participating RIAs had no subjective input in the analysis. FT does not include RIAs on The FT 300 if the ratings are not statistically valid with respect to any RIA; and there are no facts that would call into question the validity of the inclusion on The FT 300 or the appropriateness of The Insight Group, Inc.’s advertising the same. Neither the participating RIAs nor their employees pay a fee to FT in exchange for inclusion in The FT 300. However, The Insight Group, Inc. may pay a fee to FT, an affiliate, or an unaffiliated third party in exchange for plaques or article reprints commemorating the designation. While The Insight Group, Inc. would pay this fee after receiving the designation and not as a condition precedent to receiving it, the fact that The Insight Group, Inc. pays any fee with respect to its receipt of the designation should be considered if such designation is a factor in a client or prospective client’s evaluation of whether to initially engage or continue to engage The Insight Group, Inc. for investment advisory services. Inclusion on The FT 300 is not indicative of The Insight Group, Inc.’s future performance, or any future performance pertaining to its clients’ investments; should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if The Insight Group, Inc. is engaged, or continues to be engaged to provide investment advisory services; and should not be construed as a current or past endorsement of The Insight Group, Inc. by any of its clients. More information about The FT 300 and the 2018 ranking list isavailable here:
https://www.ft.com/content/44d2b2b2-6cef-11e9-9ff9-8c855179f1c4 More information about The FT 300 and the 2018 ranking list isavailable here:
https://www.ft.com/content/a07f2b38-4d54-11e8-97e4-13afc22d86d4. More information about The FT 300 and the 2017 ranking list isavailable here:
https://www.ft.com/content/1ad3a626-2c30-11e7-bc4b-5528796fe35c. 2. FINANCIAL ADVISOR MAGAZINE – RIA SURVEY & RANKING, 2017 Source: Financial Advisor Magazine (July 2017) The Financial Advisor Magazine is a monthly news publication that delivers market information and strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. The Insight Group, Inc. is not affiliated with Financial Advisor Magazine. Candidates for Financial Advisor Magazine’s RIA Survey and Ranking must complete an online survey that contains approximately twenty-six (26) to thirty (30) questions (number of questions may vary year to year) concerning the candidate firm’s clients, Registered Investment Adviser (“RIA”) size, RIA age, services, and growth efforts. With respect to the candidate’s clients, the questionnaire contains inquiries concerning the firm’s total number of clients and demographics. The questionnaire also inquires as to the candidate’s total assets under management, additional assets, and techniques employed by the candidate firm that promoted or hindered growth to the candidate’s asset base. The questionnaire also contains inquiries concerning the candidate’s registration status as an investment adviser and/or broker-dealer, identification of the candidate’s custodians, and the date of firm’s most recent ADV filing. The questionnaire further asks candidates to check-off all services the candidate currently offers its clients. With respect to the candidate’s employees, the questionnaire inquires as to the firm’s total number of employees and the firm’s employee recruitment practices over the preceding three years to completing the survey. With regards to the firm’s growth efforts, the questionnaire inquires as to the candidate’s likelihood of expansion efforts in the three (3) years preceding completion of the survey and in the forthcoming twelve (12) months from the date the candidate completing the survey. Some of these inquiries include whether the firm hired a strategy consultant, obtained a valuation appraisal, added one or more offices, engaged in merger discussions, rejected a merger proposal, or hired former registered representatives. The questionnaire also asks candidate to reveal one thing that the candidate would do to improve the advisory profession. The criteria on which the final ranking is presented ranks candidates based on five (5) categories: 1) year-end discretionary and non-discretionary assets under management (“AUM”) reported on the candidate’s Form ADV; 2) the candidate’s percentage of growth in assets for the relevant calendar year; 3) average assets per client relationship; 4) percentage of growth in assets per client; 5) candidate’s percent change in number of client relationships. To be eligible for the ranking, firms must be registered investment advisors and provide financial planning and related services to individual clients. Firms must have filed their Form ADV prior to completing the questionnaire associated with the award. Corporate RIA firms and investment advisor representatives (“IARs”) are not eligible for this survey. From year to year, firms with a certain minimum of assets under management are recognized in the print version of Financial Advisor’s Magazine’s ranking list. Firms with less than the respective year’s prescribed minimum of assets under management are recognized in the Financial Advisor’s Magazine national online digital ranking list on FA’s website, https://www.fa-mag.com/. The Insight Group, Inc. was recognized for the award in 2017. Financial Advisor Magazine awarded the following number of recipients for each respective year: 2017: 638 honorees. The Insight Group, Inc. applied for consideration, and the result was independently granted. Financial Advisor Magazine does not require membership or payment in order for award participants and/or applicants to be considered for an award designation. Financial Advisor Magazine does not publish, nor is The Insight Group, Inc. aware of the number of participants that applied to be on “RIA Survey & Ranking” for the year(s) upon which it appeared. The Insight Group, Inc. is unaware of any undisclosed facts that could potentially invalidate the appropriateness of the ranking. By virtue of disclosing this ranking, The Insight Group, Inc. is disclosing favorable ratings (to the extent that The Insight Group, Inc. is ranked above other advisors) and unfavorable ratings (to the extent that The Insight Group, Inc. is ranked below other advisors). The award designation may not be representative of any one client’s experience because of the way in which it is calculated. The award designation is absolutely not indicative of The Insight Group, Inc.’s and its advisors’ future performance, or any future performance pertaining to its clients’ investments. The award designation should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if The Insight Group, Inc. is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of The Insight Group, Inc. by any of its clients. This ranking or any other rankings and/or recognition by unaffiliated rating services and/or publications should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if The Insight Group, Inc. is engaged, nor should it be construed as a current or past endorsement by any of itsclients.
Additional information about the Financial Advisor Magazine’s “RIA Survey & Ranking” is available at the following links: https://www.fa-mag.com/news/ria-survey—ranking-2017-33401.html;
https://www.fa-mag.com/research/ria-survey. The Financial Advisor Magazine’s “RIA Survey & Ranking” 2017 ranking list is available at the following link: https://www.fa-mag.com/userfiles/2017_ISSUES/Financial_Advisor/July_2017/RIA_Survey/July2017_RIAranking_072017.pdf. 2018 The Insight Group, Inc.®. All rights reserved.Scroll to top
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