Capital Insight Partners

Capital Insight Partners is a family office based in Scottsdale, Arizona, offering comprehensive investment management services to high-net-worth individuals, corporate retirement plans, and select financial advisors. The firm specializes in global multi-asset class portfolio management, financial planning—including retirement and legacy planning—executive compensation and charitable strategies, and risk management. Serving clients nationwide, Capital Insight Partners emphasizes protecting and growing wealth to support clients in creating their legacy.

Established in 2008, the firm has developed a broad suite of services, including global multi-asset class portfolio management, retirement and charitable planning, and separately managed accounts for other advisers. Capital Insight Partners serves clients across the country, helping them navigate changing markets and plan for life's inevitable turns.

The firm's philosophy centers on protecting entrusted capital, focusing on active management with concentrated portfolios, and employing a bottom-up, fundamental-driven investment process that incorporates top-down macro and sector perspectives. Investments are made in high-quality securities trading at attractive valuations, with a Growth at a Reasonable Price (GARP) investment style and a long-term investment perspective. Strong buy and sell disciplines are maintained to ensure optimal outcomes for clients.