Joshua Wright

Investment Adviser President Investwithinsight Com @Insight Investment Advisers

Kansas City, MO, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2017 — Present

Investment Adviser President Investwithinsight Com @Insight Investment Advisers

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A DIFFERENT KIND OF FINANCIAL ADVISER Achieving your goals in three unique ways:StrategiesMost advisers use some form of indexing or asset allocation. Why pay for that? At Insight, we utilize fact based investing, backed by market research, designed to better match your preferences. Our strategies are designed to provide returns to meet goals and protect your assets from market crashes. This investing style is better suited for financial planning and goal setting.EducationDo you understand how your adviser invests your money? We didn\'t think so. You deserve more and at Insight we will explain in plain language, how we do what we do and why it works. From investment strategies to financial planning options our clients are the most educated in the industry.TechnologyThe financial services industry is experiencing a fundamental shift in technology. Insight is committed to being on the cutting edge in using technology to serve our clients. We have invested in a number of technology solutions to better serve your needs from transparency to convenience to understanding your investment behavior.

EDUCATION

1998 — 2003

Kansas State University

Business Administration, Finance

SKILLS

Financial PlanningSeries 65Series 63Series 7InvestmentsInvestment ManagementPortfolio ManagementAsset AllocationMutual FundsRetirementStrategic Financial PlanningFinancial AnalysisFinancial AdvisoryFinancial PlannersFinanceInvestment AdvisoryInvestment StrategiesRetirement PlanningWealth Management

ABOUT JOSHUA WRIGHT

Investment Adviser / Real Estate / Entrepreneur / Alzheimer\'s Association Board…

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Joshua Wright — Investment Adviser President Investwithinsight Com at Insight Investment Advisers in Kansas City, MO, US | Unifers