Insight Capital Management - San Ramon, California

Torydd A.

My father always taught me to save money for unexpected expenses and for the proverbial "rainy day". I have done so all my life but upon preparation for retirement realized I have no head for investments. My friends were using Insight Capital Management and recommended them to me. I have found them to be extremely helpful and patient teaching me what they do, and I have full confidence in them. Dustin contacts me occasionally to check on us and also sends a quarterly report on our investment progress, which I really appreciate. I have few worries with Insight Capital Management watching over my financial health.

Louis H.

I have had my retirement account with Insight since my retirement in 1993. Insight has been very consistent in their communications and client meetings including a trip to Southern Nevada to meet with me at my home. Insights performance with my account has been very good for over 30 years. They have been so good for me I arranged for them to handle my daughters retirement fund also.

Susan G.

My wife and I Have been clients of Insight Capital Management for Approx. 23 years. Obviously, we have been totally happy with the services they provide. In review, we have weathered some very volatile market periods during the last 23 years and Dave and his staff have always been there to calm the nerves and provide excellent guidance. What else could you ask for from your financial manager. Highly recommend Insight Capital Management to all retirees.
Dennis Grilione

Jerry H.

My wife and I have been with Insight since 2002. They treat us as individuals, not just a number. They have managed our accounts through many ups and downs and, as retirees, have maintained our wealth.

Terri R.

I’ve been a client of Insight Capital Management since approximately 1995. I’m not their wealthiest client, but I’ve always been treated as though I am. Following the advice of Dave Rice and his team allowed me to build wealth when that was the goal, and create income now that I’m retired. My confidence in the Insight team has lead me to refer several friends and family members to them. They perform like a big firm and care like a small one!

James T.

I can't say enough great things about the Insight team. We have been with Insight for over 25 years. We recently retired and I can tell you that without Insight managements investment strategies and attention to what best works for our retirement needs we would not be living the very comfortable retirement that we do today. In addition, working with the Insight team is like having an extended family to serve your every need in the investment world.

Thanks Insight Team!!

Jim Tillisch

Beverly O.

Recommended by my husband’s colleagues, we first met David Rice of Insight Capital Management in 2016. Our first meeting took place at our dining room table. Rather than a formal financial analysis, that first meeting focused on getting to know us and our personal goals for retirement. After two more in-depth meetings which included personalized retirement models and suggestions to increase our monthly cash flow, we got the “green light.” My husband was able to retire on time with complete confidence. Three years later, I received the same care and attention.

We continue to appreciate the personal service Insight Capital Management provides us. Their communication has been excellent, especially during these past three turbulent years. During the pandemic we were offered both in person and virtual meetings. And Dustin’s frequent emails continue to educate us on the current status of the stock market. We greatly appreciate Insight Capital Management!
Bev and Dave

Lisa S.

Insight Capital has been my financial advisor for over twenty years. They have also served my mother, and now my daughter. The staff is wonderful. Any questions or concerns I have are addressed quickly and efficiently, and communication is excellent. I am very comfortable in the knowledge that my funds are being managed to keep in line with my goals.