Insight Capital Management

I have been with Insight Capital Management for about 30 years and hope to remain with them for the rest of my life. I guess that about says it all! No matter what is going on in the financial world, I have absolute confidence that they will always do what's best for me. I honestly feel that they really care about their clients, regardless of the size of their portfolio. They are extremely knowledgeable, communicative and just nice people! I'm so grateful that I found them all those years ago. I highl

The Insight Capital Management team was instrumental in my being able to retire. They told us how to prepare and manage our assets. Now that we are retired, we trust the team to take care of our investments so that we can continue to live comfortably. Their ?insight? has been very valuable, and we feel that we've gained great friends along the way. I highly recommend this team for your financial CC advice!

We have been clients of Insight Capital Management for at least three decades. The peace of mind and trust we have had in their financial management services has been a huge blessing. Dustin and David provide their wisdom at regular reviews of our particular financial situation which has evolved over the years. We can't recommend them enough.

Since my father had been a long-time client of Insight Capital Management starting in the 1990s, my husband and I decided to trust our finances to Dustin ? and we couldn't be happier with that decision. I've recommended Dustin to many of my friends, who have also chosen to entrust him with their finances. Dustin is knowledgeable, professional, friendly, and down-to-earth. We are more than pleased with the performance of our investments and owe this to Dustin. We truly couldn't be more pleased.

We have had the pleasure of Insight Capital Management overseeing our finances for over 20 years. We have always been pleased with the performance of our accounts, giving us peace of mind. Most recently, Dustin guided us through some major financial decisions, making the process simple and successful. Lastly, his timely updates of the current markets give us a clear perspective during these tumultuous times. We cannot say enough good things about the entire team...Dustin, David, Sharon and Phil. We app

Everyone at Insight Capital is great!. Dustin is very knowledgeable and make us always feel comfortable no matter what is going on or how stress we feel. Phil is always helpful and very gracious, even if I reach out tooo much. And not to mention, the are funny too. I trust them all and would not work with anyone else.

I have been with Insight Capital Management for 24 years. Their investment strategies have allowed me to enjoy a comfortable retirement. They listen to what I have to say and offer good advice on things I want to do. I highly recommend them.

My family and I have been working with Dustin and his team for a number of years. We have been extremely satisfied with their dedication to helping us achieve our financial goals. They do a great job of listening to where you want to go and help develop a plan that teaches us how to get there. They're proactive and accessible which is sometimes a hard thing to find in professional services. I highly recommend them!

Insight Capital Management has performed as my key financial advisor since 2008. I've been impressed with their overall financial knowledge and how they've managed my account portfolio. They are customer driven and believe in keeping clients updated.

I have been a client of formerly Rice Pontes Capital Inc. and its successor Insight Capital Management for almost 20 years. I have been very satisfied with both their responsiveness to requests and their ability to tailor investment strategies to my objectives and comfort level. I anticipate a continuing and productive relationship with them for years to come.

My husband and I have had a long and profitable association with Insight Capital Management for our retirement account. The team keeps our well being in mind. We are not active participants in the management of our account and rely on Dustin and the team to make most of our investment decisions. We are happy with their decisions and look forward to working with them in the future.

My family loves Insight Capital Management! My father was a client in the beginning and then my sisters and my husband. Many years with the company and I can honestly say they all feel like family, while being very professional and efficient. Any questions are just a phone call away. Communication is top notch!

Insight Capital and their team are excellent. We have been with them almost 10 years and they have helped us grow our portfolio beyond our expectations! I would highly recommend them for financial advice and planning for your future ??

I've appreciated how Dustin and all have kept me informed with monthly update letters/graphs as well as with additional communications when current events seem to challenge the economy. I've been pleased with how they've managed my investments and the ease of one-to-one personal communications when I've had questions or needs. I trust them and can sleep at night!

Very happy with the advice and results we have gotten with Insight Capital. It has been such a pleasure working with David, Dustin, Phil and Sharon. They are very personable, knowledgeable, responsive and helpful. We feel very confident with them handling our financial affairs. They truly exceed our expectations!

I have been a happy client of ICM and its predecessor company for almost twenty years. My two daughters are happy clients, too. ICM has provided excellent returns on our investments. They are available via phone, text, or email whenever I need to reach them. I even communicated with them on my recent African safari, which I financed with my investment returns.

Insight Capital Management has been responsible and professional with our financial accounts for more than a decade. The staff is always available to update us or answer questions . We feel confident, and rest assured that we are in good hands.

We just became clients and have been treated like family. Dustin and Phil are great, very attentive to our needs and respond to questions quickly. We made a great decision with Insight to handle our future.

Dustin and his team are phenomenal! They listen to you, get to know you, and learn what you want to accomplish with your finances. We highly recommend Insight Capital Management!

Insight Capital Management are a well versed team of financial planning professionals. Their knowledge of the markets, sound guidance and personal insights into our specific financial needs & goals have been tremendously helpful to us. We strongly recommend them.

We have been clients of Insight Capital Management for over 30 years and have appreciated their personal service and advice. They look after every detail which has led to a comfortable living during our golden years. We like the short Emails that put the ups and downs of our financial world into perspective. Keep up the good work. Ray & Virgie L

We have a wonderful time at the movie. My grandson especially enjoyed watching it while munching on kettle corn. I was a very thoughtful event courtesy of my families trusted financial team. Thank you Insight Capital. Sandi

Dustin and his team are outstanding. We trusted Insight with our money late 2023. The team is great at communicating. They will get on the phone with you with any questions you have. They keep you up to date on the economy and what is happening with the ups and downs. I highly recommend you have Dustin and his team at Insight manage your money.

I have worked with Insight Capital for at least 15-20 years. They are honest and I trusted them. They are proactive in determining recommendations. None of my other investments, communicate as well as Insight. Specifically, Dustin Blodgett and his great staff!

Over the last 30 years I have relied on Insight Capital Management (ICM) to advise and manage half of my investment portfolio. The other half is managed by Fidelity and Investment performance has been comparable between the two. This long term relationship is based on trust in the team managing ICM and the results.

Trust! Communication! We start with two biggies for me. You then add zero pressure during initial consultation. They were extremely thorough and layed out my options. I do not call in very often, but when I do, it feels like I am their only client. If you are looking for a trustworthy honest financial advisor/ investor/ consultant, I, without reservation, recommend Insight Capital Management!

Dustin and the entire Insight team are very knowledgeable and easy to work with. Insight Capital Management has been a very calming factor during these financially volatile times.

I've always enjoyed working with Insight on my financial needs, starting with Dave Rice and now with Dustin. What I truly appreciate right now is that my assets have declined only half of what the S&P has during this tumultuous period!

My wife and I have been working with Dustin and the Insight Capital Management team for nearly 10 years. The honest, timely and professional advice has helped my wife and I better prepare for our financial future.

Dustin and his team have been incredible to work with. They quickly got us on a path to meet our financial goals, and I've appreciated feeling taken care of along the way. Can't recommend them enough!

I cannot begin to share nor are there enough words to adequately express the level of how wonderful all within the firm are. The dedicated personal caring and service, the guidance and more are so overwhelmingly remarkable. I have a long history with them as they started being an important part of my life with my parents many years ago and they have carried on with me with the same kindness, caring, and devotion to what's best for me and my present and future

Insight Capital Management is second to none they are the best especially in caring and communication . Also trust is very important and I truly trust them in taking care and looking out for my needs.

I have been with Insight since the late 90's and have been very satisfied with ICM. The staff is great especially Sharon. So easy to work with over the years. No pressure just good results. Thank you Andy

I have had my retirement account with Insight since my retirement in 1993. Insight has been very consistent in their communications and client meetings including a trip to Southern Nevada to meet with me at my home. Insights performance with my account has been very good for over 30 years. They have been so good for me I arranged for them to handle my daughters retirement fund also.

Insight Capital Management (ICM) provides excellent financial services and advice. Join the ICM family, they are a great professional team!!

My father always taught me to save money for unexpected expenses and for the proverbial "rainy day". I have done so all my life but upon preparation for retirement realized I have no head for investments. My friends were using Insight Capital Management and recommended them to me. I have found them to be extremely helpful and patient teaching me what they do, and I have full confidence in them. Dustin contacts me occasionally to check on us and also sends a quarterly report on our investment progress, w

My wife and I Have been clients of Insight Capital Management for Approx. 23 years. Obviously, we have been totally happy with the services they provide. In review, we have weathered some very volatile market periods during the last 23 years and Dave and his staff have always been there to calm the nerves and provide excellent guidance. What else could you ask for from your financial manager. Highly recommend Insight Capital Management to all retirees. Dennis Grilione

It was my good fortune to be taken on as a client by ICM when my loved and trusted financial planner retired. I am a relatively small investor, but have been treated with the same respect and with the same vigilant care as a client with much more to invest. I deeply appreciate the strong communication skills of my advisor and the entire staff at ICM. They educate. They explain complicated financial concepts in ways that I can easily understand. They invest wisely and at a risk level that allows me to sl

I'm a recent client of ICM but my mother has been with them for many years. They have helped me invest keeping in my age and how long I have until retirement to help build up my capital for the future and I am grateful.

As I am not much of a financial anything, I promise I come by it honestly, Insight Capital has made a huge difference. They are an amazing group of individuals I will continue working with in any uncertain future. Thanks Insight Capital!

Have been a client since 1993.What I like most about Insight Capital Management Is the transparency and the feeling of family. Mike Fish

5 words to describe my 5 star rating -- trustworthy, reliable, hard-working, family-focused, strategic. Infinitely grateful to the team at Insight Capital Management!

Insight Capital Management personnel are quickly responsive, clear in their explanations to my questions, they don't try to sell you investments, their fees are low, and they are just plain nice people?I enjoy working with them.

Insight Capital Management is wonderful! They are so good to their customers, kind, and trustworthy.

As always it is a pleasurer having Insight Capital Management watching over and providing valuable information especially in the craziness of todays market. We are one big family who care for each other and those around us.

ICM has provided us worry-free advice and financial management for years now since our retirement. Our thanks to all their staff!

I have been a client for over 20 years and have always appreciated the office staff's quick response to any issues I might have. Also appreciate quarterly reports provided as well as pertinent emails with market updates. Would highly recommend Insight.

For the last 20 years I have relied on ICM to handle my finances, IRA's and Retirement funds without having to worry or even lift a finger. They do the work, I reap the benefits.

I whole heartedly appreciate this company on how they treat there clients. They always take care of my needs and have a great plan in place. Love working with the team and appreciate the hard work towards my goals.

This amazing Group has been the best place I could have invested my money. They are kind, thoughtful and give extremely good personal service.regarding investments. I could not be happier with their team!

Amazing investment company with a personal touch. They're on ball, responsive, and reliable. 10/10 recommend

ICM has been extremely professional and helpful in getting me to my retirement goals

My wife and I have been with Insight since 2002. They treat us as individuals, not just a number. They have managed our accounts through many ups and downs and, as retirees, have maintained our wealth.

I've been a client of Insight Capital Management since approximately 1995. I'm not their wealthiest client, but I've always been treated as though I am. Following the advice of Dave Rice and his team allowed me to build wealth when that was the goal, and create income now that I'm retired. My confidence in the Insight team has lead me to refer several friends and family members to them. They perform like a big firm and care like a small one!

Insight Capital has been my financial advisor for over twenty years. They have also served my mother, and now my daughter. The staff is wonderful. Any questions or concerns I have are addressed quickly and efficiently, and communication is excellent. I am very comfortable in the knowledge that my funds are being managed to keep in line with my goals.

Recommended by my husband?s colleagues, we first met David Rice of Insight Capital Management in 2016. Our first meeting took place at our dining room table. Rather than a formal financial analysis, that first meeting focused on getting to know us and our personal goals for retirement. After two more in-depth meetings which included personalized retirement models and suggestions to increase our monthly cash flow, we got the ?green light.? My husband was able to retire on time with complete confidence. Three

The staff is very personable, and utilizing their services made a huge difference in our retirement in just one year!

My one regret is that I didn't turn my 401k over to Insight sooner. Once I did, my investment grew rapidly. In 8 years, Insight's investment strategy tripled what I had accumulated myself in the prior 20. I also appreciated how you were receptive to my cautiousness. You were with me every step of the way, explaining the various investment options. That initial cautiousness led me to trust what I saw your team accomplishing for me, even with the more conservative investment plan. My trust & confidence

I can't say enough great things about the Insight team. We have been with Insight for over 25 years. We recently retired and I can tell you that without Insight managements investment strategies and attention to what best works for our retirement needs we would not be living the very comfortable retirement that we do today. In addition, working with the Insight team is like having an extended family to serve your every need in the investment world. Thanks Insight Team!! Jim Tillisch

Very responsive and accommodating. Have been a client for years and very pleased!

Working with Insight Capital Management has been wonderful, they are very responsive and I feel we always have a clear picture of our investments. When I made the decision to retire earlier than planned they helped me see what was possible and how I could make that work. I was unsure if I could do it, and their help provided me with a roadmap for my next chapter.

Thank you for your call and request to receive feedback on my experience working with Insight Capital Management. I love working with your firm. I feel you are giving me personalized advice for my specific financial needs. I truly feel valued and a part of a team. Thank you for helping me manage my long term financial goals. Sincerely, Janet Arrostuto

We cannot say enough about the friendliness and professionalism we have experienced with Insight Capital Management. Dustin, Dave, Phil and Sharon have all been exceptional in their advice and management of our accounts. I highly recommend their team.

The team at insight capital is very knowledge, easy to work with, and we feel like they have a genuine interest in achieving the best for us and our financial future. They are proactive and I trust their strategy and holistic approach.

First, thank you all so much for the time and attention you give Joe and i as clients. Insight Capitol has given us great returns, advice and just do an oustanding job with our accounts. We receive nothing but honesty regarding the market, when it is doing great or not, for that we are grateful. We tell friends and family to "get on board" with Insiight! Thanks Insight!

It has been such a pleasure working with David, Dustin and Sharon. They are very personable, knowledgeable, responsive and helpful. We feel very confident with them handling our financial affairs. They truly exceed our expectations!

We have been clients of the Insight Capital Management company for years. The staff is helpful and easy to reach. We're happy with their guidance & help.

Dustin made things very clear and easy. I didn't feel pressured to do anything he wanted. He and his team felt less like money managers and more like a friend who is interested in helping us reach our goals.

"What I love about Insight Capital Management are their frequent and very informative newsletters keeping me up to date about my accounts and the overall market. Dustin, Dave and their team take the time to explain my investments, the rationales behind the recommendations they make, and how they are performing -- all with a gentle, confident demeanor. They always make me feel reassured, even when the market is not doing so well. And perhaps more importantly, my investments with ICM are outperforming the

Insight Capital is attentive and proactive with my investment portfolio

"As we began to think about retirement we did not know where to even start in looking at our finances, assets and investments. Insight Capital Management was recommended to us by a friend and we have thoroughly appreciated their thoughtful, careful and friendly way of helping us make decisions that will impact our financial well-being for years to come."

I have Confidence in Insight Capital.

Very friendly and family oriented.

Very helpful and quick response when needing help or advice.

You are always there when I need you!!

All of the people are great.

I am so impressed with the whole staff at Insight capital management. They feel like family with how they treat you, but complete professionals when it comes to how they manage your money. I truly believe they have my best interest in mind with what they advise, and will continue to send my money their way.

We have been with Insight Capital Management for nearly 20 years. Dustin has maintained the same high standards we have been accustomed to. Personal responsive service along with a clear understanding and commitment to our risk tolerance. They provide regular communications on the market which include their perspective with clear explanations and they have a steady hand on the tiller during turbulent times. The fee structure is clearly explained, and is extremely reasonable. Quarterly updates are clear and

Very easy to work with

Working with Dustin and his team has been amazing. For years I had been looking into financial advisors but had been too nervous to move forward. I connected with Insight Global through an auction with my employer and I am so happy that I did. The team is extremely knowledgeable and patient when answering any questions that I have. I would highly recommend this team to anyone who is looking for guidance.

Great company and professional, friendly people.

Attentive to seeking input from you regarding goal setting and account management

It is a real pleasure to work with such a knowledgeable and professional team of experts. Thanks for all you do to continuously provide excellent quality service. Jacquelyn Lewis

I have been investing with Insight Capital Management for nearly 20 years now and have been very happy with both their service and my returns. Using models based upon my risk tolerance, age, and investing goals they have enabled me to enjoy my retirement activities.

Dustin Blodgett and the Insight Capital Team has been GREAT!

We started out with Dave Rice about 30 years ago, when retirement seemed a long way off! A decision that we have never regretted! Dave's company has morphed thru the years into today's Insight Capital Management. Dave is looking his own retirement in the eyes and Dustin Blodgett has taken over much of the responsibility for the company. Along with Sharon Louie, who pays attention to the details! They have all worked to help make our retirement just what we wanted it to be! And for the last 26 years, we h

Dustin, David and team provide very customized and personalized service strategically tailored to our risk tolerance with great transparency and communications!