Freedom to live an inspired life™
As CFO for the affluent, we strive to protect and grow our clients’ wealth, and support them in creating their legacy.
Capital Insight Partners is a family office providing investment management services to high net worth families (minimum relationship $2 million), corporate retirement plans, and select financial advisors.
The firm serves private clients through global multi-asset class portfolio management and meets a broad range of financial planning needs including retirement and legacy planning, executive compensation and charitable strategies, and risk management.
Trusted and robust national independent investment managers.
As a trusted & robust national independent investment managers, Capital Insight Partners serves clients across the country. We help them navigate changing markets and plan for life’s inevitable turns.
Since 2008, our firm has developed a broad suite of services: global multi-asset class portfolio management, retirement, and charitable planning, and separately managed accounts for other advisers. We also sub-advise an Exchange Traded Fund (ticker symbol PRAY) on the New York Stock Exchange.
Our Services
Sound Advice ... Your Best Investment®
You worked hard to secure your wealth. Our first priority is to protect what you entrust to us.
As thoughtful and caring stewards, we help select clientele define, plan and invest for their financial goals.
Our family office’s services include comprehensive global wealth management for individuals and business owners.
Individuals
Companies & Not-For-Profit Organizations
Separately Managed Accounts (SMA)
Biblically Responsible Investing
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Contact Us
Interested in more information? Reach out and let’s explore how we can support you.