INS Capital Management, LLC

Overview

INS Capital Management, LLC operates as a small, independent registered investment adviser serving individual and family clients with fee-based financial planning and portfolio management. The firm’s public filings show a clear equity-first posture: most client assets sit in exchange-traded equities, implying a preference for liquid, market-traded exposure rather than heavy allocation to private securities. Investment services combine ongoing discretionary portfolio management with hourly and fixed-fee planning work, which suits households and small-business owners seeking both implementation and advice. The firm supplements core equity exposure with income- and diversification-oriented instruments. Corporate debt and annuities appear in client allocations to meet income needs and manage sequencing risk, while third-party alternative managers are used to access real estate and commodities exposure. INS Capital Management does not identify as an active ESG investor in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices