Research

Insight Wealth Management bases investment decisions on its own research, including proprietary screening models and selection criteria, and buy-side research from respected firms with reputations for acting in investors' best interests. Our approach is value-oriented, fundamental research, as opposed to technical, market-timing or other methods that we consider dubious. This includes equity, fixed-income and other types of securities.

IWM does not use sell-side research. This is material prepared by brokerage or banking firms that have a financial interest in client trading decisions. Many of these large firms have extensive staffs of qualified analysts but their recommendations are tainted by the inherent conflict of interest that arises from their desire to sell securities in their inventories or that they have underwritten.

Firms providing buy-side research do not engage in selling any form of investments. They, also, have large staffs of qualified analysts but do not have the conflict of interest inherent in the process when brokerages and investment banks provide investment recommendations. IWM subscribes to services such as Value Line™ as an input in our investment selection process, and uses other buy-side analyses available to account holders and advisors through Schwab Institutional, such as Standard & Poors stock reports.

IWM pays in full for all research, such as Value Line™, used in our investment selection process. We accept no research or anything else through “soft dollar” arrangements. Even though legal in many cases, we believe that soft dollar deals with brokers, custodians and other third parties would taint our independence and impair our ability to assure clients that all of our investment decisions are objective with no conflicts of interest.

All final investment decisions are made based on our own investment selection criteria, which require a broad review of relevant data and information rather than a single source, and our own judgment as to whether an investment is suitable for a client's portfolio on a case-by-case basis.

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Research