Insight Capital Management

“My one regret is that I didn't turn my 401k over to Insight sooner. Once I did, my investment grew rapidly. I also appreciated how you were receptive to my cautiousness. You were with me every step of the way, explaining the various investment options. That initial cautiousness led me to trust what I saw your team accomplishing for me, even with the more conservative investment plan.  My trust & confidence in you allowed me to take the step into a more aggressive investment plan, and I have been extremely happy with the results.”  

–Megan T.

“Working with Insight Capital Management has been wonderful, they are very responsive and I feel we always have a clear picture of our investments. When I made the decision to retire earlier than planned they helped me see what was possible and how I could make that work. I was unsure if I could do it, and their help provided me with a roadmap for my next chapter.” 

–Linda & Mark 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.” 

–Lisa S.

“We have been clients at Insight Capital Management since 2007. It’s been a pleasure working with the entire staff. The team has always presented comprehensive information on our investments and possible future strategies at our yearly in person appointments.

Any questions or requests that we have throughout are always dealt with quickly and efficiently.”

–Walt & Claudette M.

"What I love about Insight Capital Management are their frequent and very informative newsletters keeping me up to date about my accounts and the overall market. Dustin, Dave and their team take the time to explain my investments, the rationales behind the recommendations they make, and how they are performing -- all with a gentle, confident demeanor. They always make me feel reassured, even when the market is not doing so well. And perhaps more importantly, my investments with ICM are outperforming the overall market. Can't do any better than that."

–Paul V.

“Dustin made things very clear and easy and I didn’t feel pressured to do anything he wanted. He and his team felt less like money managers and more like a friend who is interested in reaching our goals.”

–Mitch H.

“We’ve been clients of Insight Capital for 7 years now. What we most appreciate is the knowledge of the markets displayed by the principals, Dustin and David. They have reassured and guided us through the last several years of volatility, earning our complete trust in their expertise.”

–Norma L.

“We feel very secure in Insight Capital handling our financial affairs. We love the personal service we receive from the entire staff at Insight Capital Management. Thanks to David, Dustin, Phil and especially Sharon who is always there to assist us in the right direction.”

–Mike & Mary R.

“Insight Capital began managing my IRA account when I retired in 1993. The staff have been delightful to work with for nearly 30 years. They have provided regular status reports that were very understandable and have provided recommendations for changes to investments with information about their reasons.

They have been available for questions any time my situation changed due to employment changes or relocation. David and Dustin regularly offer to personally meet to review the current financial environment and relate the current investment strategy.”

–Lou H.

“The team at Insight Capital is very knowledge, easy to work with, and we feel like they have a genuine interest in achieving the best for us and our financial future. They are proactive and I trust their strategy and holistic approach.”

–Chase W.

“I became a customer over 15 years ago and have always trusted and respected their guidance and decisions. They always ask for my input and concerns. I have always felt my investments  were safe with them.”

– Sybil G.

“My experience working with David as my financial advisor goes back many years. More recently Dustin has come on board as well and I know he brings the same level of competency and trust that David has provided me. In addition, Sharon and Phil are always available and extremely helpful.  

I think the main and foremost attribute that Insight Capital brings is TRUST. I trust each person that I work with at the organization in providing me with what I need to know and looking out for my best interests.”  

–Don A.

“I have been a client of Insight Capital for many years. I’m very satisfied with your business. All of the office staff are outstanding.” 

–Penny B.

“It has been such a pleasure working with David, Dustin and Sharon.  They are very personable, knowledgeable, responsive and helpful. We feel very confident with them handling our financial affairs.  They truly exceed our expectations!”

–Dave & Nancy C.

“We cannot say enough about the friendliness a professionalism we have experienced with Insight Capital Management. Dustin, Dave, Phil and Sharon have all been exceptional in their advice and Management of our accounts. I highly recommend their team.”

–Fred & Esther A.

“I began using David Rice as a financial advisor sometime in the mid 1990’s when the firm was called Rice Pontes Capital Inc. He has continued in that role, managing/advising me, through multiple ups and downs in the financial markets up to the present. The recent addition of Dustin Blodgett to the Management of what is now called Insight Capital Management has both enhanced and diversified the firm due to Dustin’s prior experience in financial markets. Dustin is also younger than David which gives me confidence that the same careful stewardship provided during the past 27 or so years will continue in the future. I like knowing the principals guiding my investments and the team supporting them and me.”

–Phil N.

“I am so impressed with the whole staff at Insight Capital Management. They feel like family with how they treat you, but complete professionals when it comes to how they manage your money. I truly believe they have my best interest in mind with what they advise, and will continue to send my money their way.”

–Amber H.

"As we began to think about retirement we did not know where to even start in looking at our finances, assets and investments. Insight Capital Management was recommended to us by a friend and we have thoroughly appreciated their thoughtful, careful and friendly way of helping us make decisions that will impact our financial well-being for years to come."

– Patti L.

“We have been working with Dave for years and most recent with Dustin. The team is great, always on top of keeping us updated on what is going on, suggestions what we should do. Great with setting up meetings just to check in. Thanks Team, great job”

– Shelly K.

“First, thank you all so much for the time and attention you give Joe and I as clients. Insight Capital has given us great returns, advice, and just do an outstanding job with our accounts. We receive nothing but honesty regarding the market, when it is doing great or not, for that we are grateful. We tell friends and family to "get on board" with Insight! Thanks Insight!” 

–Pam & Joe J.

“During these times of economic uncertainties, we are confident with Insight Capital Management. We are given opportunities to question their approach to handling our account and feel our questions are answered. We feel in the future, they will be able to offer us continued success and growth.”

–Mike & Deborah A.

“Over the last 12 years, Insight Capital Management has helped provide a secure and stable retirement plan for our family. They are knowledgeable of changes in the market and how it relates to our account and present us with timely updates and important communications. We appreciate their attention to detail and helping us enjoy a financially healthy retirement.”

–Ed & Diane L.

"The Insight Capital Management team has been guiding me for over 15 years. The entire team conducts themselves with the utmost professionalism and courtesy. They are knowledgeable about our volatile market conditions and do an excellent job communicating with me. I have confidence that they have my best interests in mind as we discuss my financial health.”

–Patti H.

“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 Insight Capital 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!”

–Terri R.

“Recommended by my husband’s colleagues, we first met 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 O.

"Have been with the Insight Capital Management team since 1996.  Clear communication and immediate attention since day one.  They have paid close attention and done all the work for me on my investments with them to this day.  It’s easy for me to sleep at night knowing they are not sleeping as they diligently strive to take care of us, their customers!  I have had many unique requirements over those years due to building my own business.  They have been honest and straight-forward each time in their counsel, yet flexible to sort out best solutions to these unique needs.  Insight Capital Management is a “Go-To” crew!  And a shout-out to Sharon who has been with the team since the beginning & has never let anything fall through the cracks."

–Scott I.

“I’ve been with Insight Capital since 2015 and could not be more pleased. They custom fit my portfolio around my situation and personal comfort for risk. As it turns out they doubled my retirement savings in 5 years. 2022 has proven a difficult year but their investment strategy has actually minimized loss under averages from the market as a whole. I recommend to anyone still working, you need folks like David Rice and Dustin Blodgett working for your best interest.”

–Phil & Patti C.

“To all at Insight Capital, Thank you for all the recommendations for the 15 plus years. The best part of your organization is the customer service someone always answers the phone and promptly answer all questions. The service is top notch and the team works very hard to accomplish retirement goals.”

 –Joe G.

“We have been clients of Insight Capital Management in its' various iterations for 30 years. We believe that every relationship is based on trust, and our trust with our investments managed by Insight continues today. Dave's addition of Dustin has only made the organization stronger. We hope to build the same personal relationship with Dustin that we have enjoyed with Dave for these 30 years.”

–Bill & Connie A.

 “The Insight Capital Management team has been providing us with much needed guidance pre-retirement and post retirement since 2018. Always pleasant, prompt and insightful with our questions and communications.”  

–Chris & Kelly O.

“We have been with Dave Rice since 2008.  He was recommended by many fellow coworkers of Sam’s. When we first met Dave, he relieved a lot of stress we had concerning our financial and retirement goals. Dave has always shown a sincere interest in getting to know us.  With the addition of Dustin Blodgett, it has been an added bonus for our financial security. They both ask many questions and we are confident they put our financial retirement needs as a top priority. Dave, Dustin, Phil and Sharon are a great team! We are so thankful for them and we highly recommend Insight Capital Management.”  

–Sam R.

“John and I have been clients of Insight Capital Management for a long time, and we have always been pleased with everyone on the team. We all well taken care of, and we appreciate the excellent communication. We continue to see growth with our investments, and this pleases us. Thank you David, Dustin, Phil and Sharon.”

–Carolyn & John M.

“Very easy to work with, very patient with us. Understand what our goals are and how we can meet them, very trustworthy and loyal. Thank you for all your hard work over the years.”

–Ben & Tia B.

“My husband and I have been working with David, Dustin, Phil and the team for several years now. They've helped us transition into retirement and taken so much of the anxiety out of this process, giving us excellent advice along the way. The team is very knowledgeable and transparent; we know we can trust them with our future, even during these difficult economic times. Having someone you can trust and in whom you have confidence to manage your finances means everything!  We're very lucky to have had them recommended to us and I would forward that recommendation.”

–Bev G.

“As we have just recently ventured into the wealth Management world and were thinking about financial advisors, I'm grateful we were able to find and go with Insight Capital Management. From day one, the Insight Capital team made us feel comfortable, cared about, and that we would be in good hands. I trust Dustin and the Insight Capital Management team, which was what I was seeking above anything else when choosing a wealth Management firm. They have our best interests in mind and really care about helping us reach our financial goals.”

–Daren M.

“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 Capital Management’s 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 T.

“Insight Capital has been our financial advisor for over 30 years. They’ve guided us well and consequently, we’re experiencing a very comfortable retirement in our golden years. Even with the economic downturn, our investments, overall, have been stable. We’re very grateful to Insight for their stewardship of our financial investments.”

– Roger & Cynthia D.

“I’ve had my finances reviewed and overseen by the Insight Capital team for some years. I find that when I have a question or meeting with them, the subject matter is explained to me in a manner in which I can understand and grow on. They have always been friendly, supportive and professional and I greatly appreciate all that they do for me. Sandi”

– Sandi G.