Capital Insight Partners LLC

EST. AUM
$829,630,377

CONTACTS
1

CLIENT ACCOUNTS
993

Firm Details

Metro area Phoenix
CRD Number 147165
Website cipinvest.com
Client types

Overview

Capital Insight Partners is a family office providing investment management services to high net worth families, corporate retirement plans, and select financial advisors. The firm serves clients with a broad range of financial planning needs including global multi-asset class portfolio management, legacy planning, charitable strategies, and risk management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Capital Insight Partners LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company