- Capital Insight Partners is based in Scottsdale, Arizona and serves clients in over 30 states
- Our account minimum for new relationships is $2 million
- We provide global multi-asset class portfolio management
- As part of our family office services, we also provide financial, legacy and insurance planning
Capital Insight Partners was founded in 2008 by Susan Anastasiadis and Steve Nelson, CFA. We are based in Scottsdale, Arizona and serve clients across the country. As a family office, we serve clients with over $2 million to invest. Our objective is to give you Freedom To Live An Inspired Life.ⓡ
Each individual, family, company and not-for-profit organization we work with has different objectives. They all share a desire to protect and grow the assets entrusted to us. That is why, at our core, we are global multi-asset class portfolio managers.
For a second opinion on your investment and financial planning strategy, we invite you to call Steve Nelson, CFA at (480) 295-7020 or write to steve@cipinvest.com.