Managing nearly one billion dollars of investments is a complex business involving many individuals and hundreds of decisions each day. But at Kobren Insight Management, all the work that we do for you is guided by a set of seven governing principles.  

Our Seven Governing Principles

One: We will treat the money you entrust to us as carefully as if it were our own.

Two: We will "eat our own cooking," investing significant assets right along with you.

Three: We will maintain balanced, diversified portfolios.

Four: We will favor active money managers with superior security selection skills, fair expenses and a high degree of personal integrity.

Five: Our investment focus will be on maximizing your long-term, risk-adjusted performance (and for taxable accounts, maximizing your after-tax performance).

Six: We will not speculate in an attempt to generate short-term gains.

Seven: We will strive to provide the best possible client services and communication.