We trace our roots back to the offices that were opened by Lewis Walker (Walker Capital Management) in 1976 and William Keen (Keen Insight Group) in 1983. In 2016, we renamed the company as Capital Insight Group to signify that we had forged a new path that was more team-based and less reliant on the individual personalities of these founders.
Capital Insight Group is a company built upon tradition but with an energy, youthfulness, and openness to embrace new ideas and technologies to provide relevant financial planning and investment advice to the clients who choose to work with us. The coming years are sure to bring challenges and opportunities to us all and we have built a company and team of strategic partners that is ready, prepared and energized to take them on.
What should you expect from us over the next 40 years? There is no way that we can guarantee a certain investment return or outcome, but what we can commit to is providing objective, independent advice.
And, above all, doing what is right.
