Insight 2811 Inc

INSIGHT 2811 INC, a Michigan-based corporation, boasts a team of four, including three advisory professionals, dedicated to serving its impressive portfolio of 258 clients. The firm's SEC status, most recently reported as Approved, dates back to May 12, 1997.

• CHRISTOPHER ALLEN RECKER

  DIRECTOR, CHIEF INVESTMENT OFFICER, SECRETARY owns more than 25% but less than 50%

• JEFFREY RICHARDSON KEEN

  DIRECTOR, PRESIDENT, CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%

• MICHAEL JAMES LAFONTAINE

  DIRECTOR, TREASURER owns more than 25% but less than 50%

• Silva Capital Management LLC
• Lodestar Investment Counsel LLC
• Mid-Continent Capital LLC
• GREY Street Capital LLC
• AON Securities LLC
• GEM Capital LP
• Channing Capital Management LLC
• The Mather Group LLC
• DUFF & Phelps Investment Management Co
• Pfingsten Partners LLC

• Insight 2811, Inc.'s Q3 and Q4 2022 Holdings Comparison: Notable Shifts in Investments

• ISHARES TR $48,978k
• ISHARES TR 20 YR TR BD ETF $18,550k
• ISHARES TR RUS 1000 VAL ETF $7,745k
• ISHARES TR RUS 1000 GRW ETF $6,634k
• ISHARES TR RUS MD CP GR ETF $5,548k
• ISHARES TR RUS MDCP VAL ETF $2,087k
• FORTUNE BRANDS HOM $1,815k
• SPDR PORTFOLIO SHORT TERM TREASURY ETF $1,701k
• PFIZER INC $1,604k
• ISHARES TR CORE MSCI EAFE $1,467k