Capital Insight Partners. LLC Email Format

Investment ManagementArizona, United States11-50 Employees

Capital Insight Partners, LLC is an Arizona-based investment management firm that operates as a family office, offering comprehensive financial planning and investment management services to high net worth families, corporate retirement plans, and select financial advisors. Its services span global multi-asset portfolio management, legacy planning, charitable strategies, and risk management, alongside retirement and estate planning and separately managed accounts. The firm positions itself within the investment management industry as an independent adviser serving clients across the United States, with a focus on navigating changing markets and life’s financial milestones. Founded and operating from Scottsdale, the company has established itself as a locally rooted, independent manager serving a national clientèle through a range of tailored investment and planning solutions. In recent developments, CIPinvest has been involved in notable asset acquisitions, including stakes in Cushman & Wakefield and Aflac, reflecting its ongoing investment activity amidst its advisory operations.

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