Insight North America provides discretionary and non-discretionary investment advisory services specializing in fixed income strategies, risk management, and custom solutions for both institutional and individual investors. Operating as part of the Insight Investment brand and a subsidiary of The Bank of New York Mellon Corporation, the firm offers a wide array of strategies including core fixed income, municipal bonds, emerging market debt, and personal bond separately managed accounts designed to match specific cash flow needs. While the firm primarily serves large institutional clients with high minimum investment thresholds, it also offers retail-accessible separately managed accounts through wrap fee programs and third-party platforms.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fees vary by strategy, ranging from 0.05% to 0.50% across all offerings. Retail separately managed accounts typically range between 0.15% and 0.35% annually.