The Insight Group Inc

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To implement our asset allocation strategies, The Insight Group utilizes a global network of independent specialist money managers whose management styles complement each other. For example, in the small cap growth sector, using multiple managers with a highly differentiated investment process can ensure diversification within the sector, which may help to control risk and enhance returns.

As an aerialist, Felicia understands that even the smallest details should not be overlooked. Performing acts 15 feet off the ground has its challenges and if one is to pull off a routine with safety and precision, every step needs to be studied and rehearsed. It is this great attention to detail that Felicia has brought to her work at The Insight Group. Whether it’s providing exemplary customer service or assisting the office with everyday tasks, no detail goes unnoticed.

The Insight Group has decades of experience working with individuals, couples, and multi-generation families on their wealth management goals. In addition to the expertise of our staff and our proprietary Insight Wealth Clarifier ™ process, The Insight Group can recommend many commendable professionals such as attorneys and CPAs who can assist with your financial planning needs.

As a Registered Investment Advisor, it is our fiduciary responsibility to carefully consider your finances and act in your best interest. Our clients rely on not just the 65 years combined experience of our credentialed professionals, but on our reputation of integrity.

Beginning July 2014 to July 2017 Paul will take a leave of absence from his day-to-day duties at The Insight Group to serve, with his wife Lisa, as a Mission President for The Church of Jesus Christ of Latter Day Saints. He has been asked to preside over the West Virginia Charleston Mission. This consists of overseeing the work of approximately 250 young men and young women called as missionaries serving in various parts of six states (West Virginia, Virginia, Kentucky, Ohio, Maryland, and Pennsylvania).

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