The strategy your wealth manager can't give you.
INSIGHT delivers institutional-grade systematic investment strategies to self-directed investors. The same quality of research available to the world's best funds — accessible through a secure web portal, fully documented, with a predefined kill protocol built in.
- 16.4%
- CAGR – 20yr backtest (simulated)
- 0.95
- Sharpe Ratio vs 0.63 benchmark
- 26.6%
- Max drawdown vs 55.2% S&P 500
- Flat fee
- No AUM charge. No performance fee.
The same systematic strategy infrastructure used by professional fund managers — delivered to you through a secure web portal. No installation. No quant team required. A complete, documented strategy with a predefined kill protocol. Ready to deploy into your existing brokerage.
- 01.
The Strategy White Paper
A complete, institutionally documented quantitative strategy. 20 years of backtested performance, full statistical validation, factor analysis, and risk governance. Written so you can understand exactly what you own and why it works.
- 02.
Secure Web Portal Access
Log in to your personal INSIGHT portal. Access strategy signals, monitor performance, review reporting, and manage your kill protocol status — all in your browser. No software to install.
- 03.
The Kill Protocol
Never make an emotional decision during a drawdown again. Before deployment, we define the exact conditions under which the strategy is paused, reviewed, or retired. The decision is made in advance — in writing — so you never have to decide under pressure.
- 04.
Monthly Reporting
Clear, honest monthly performance reporting. Kill protocol status. Strategy profile monitoring. Everything you need to stay informed and in control — without needing a quant team to interpret it.
“Your wealth manager pays 1% per year on your capital for a benchmark-hugging portfolio. Insight gives you a systematically documented, rules-based strategy — with a kill protocol — for a flat monthly fee. You keep the alpha.„
From the INSIGHT Build vs Buy Report, 2026
The Alternative
What you are currently
paying for.
Wealth Manager
1.0–1.5% per year on your assets. Typically delivers benchmark-adjacent returns with limited transparency. No strategy documentation. No kill protocol. No ownership of what you own.
Robo Adviser
Low cost but entirely passive. ETF portfolios with no systematic alpha, no differentiation, and no intellectual property. You pay to own the market, nothing more.
INSIGHT
A fully documented systematic strategy. Backtested over 20 years. Accessible via a secure portal. Flat monthly fee. No performance fees. A predefined kill protocol so you never decide under pressure. You own the strategy.
Who This Is For
Built for serious private investors.
Who This Is ForThe Former Professional
Ex-banker, lawyer, engineer or executive. High financial literacy. Managing your own portfolio after a demanding career. You understand what institutional quality looks like — and your current options don't come close.
Who This Is ForThe Entrepreneur
You've built something and now you have capital to deploy. You want serious systematic returns — not a wealth manager who charges 1.25% a year to track the index.
Who This Is ForThe Sophisticated DIY Investor
You've outgrown ETFs and individual stocks. You're looking for a systematic edge — something documented, rules-based, and backed by two decades of data. You found it.
Who This Is ForThe Disappointed Wealth Management Client
You've been paying 1%+ a year and getting benchmark returns with no transparency. You want a systematic strategy you actually understand — with a documented exit framework built in.
Who This Is ForThe Long-Term Capital Builder
You have a 5–10+ year horizon and $500K+ to allocate systematically. You understand compounding, drawdown management, and the value of rules over emotion. INSIGHT was built for you.
Who This Is ForThe Global English-Speaking Investor
Based in the UK, Australia, Singapore, Canada, UAE or the US. INSIGHT is designed for the global English-speaking investor who wants institutional systematic exposure — wherever you are.
Ready to invest with a strategy you actually understand?
Request a briefing. We will walk through the white paper, the portal, and the kill protocol — no commitment required.