Pitch Company
Insight Retirement Assets
Richard Wells,
President & CEO
Summary
Insight Retirement Assets, led by President and CEO Richard Wells—one of the original six professionals who scaled Fisher Investments from inception to $50 billion in assets under management—is a highly scalable asset management firm. By targeting the 10,000 Americans turning 65 daily and the $30 trillion expected to shift from traditional retirement plans into IRAs over the next 15 years, the company focuses on high-net-worth retirees near retirement with minimum accounts of $500,000. Currently seeking $200,000 in seed capital to secure the ground floor of this nationwide expansion, the firm offers investors an anticipated 500% ROI in five years, with a first right of refusal for a second capital round in year six. Moreover, Insight is deeply committed to redemptive stewardship, pledging 10% of all corporate profits to missions.
About Richard Wells
President & CEO
Richard Wells is a veteran investment executive with more than 25 years of experience in RIA leadership and high-stakes business development. As one of the six original professionals who launched Fisher Investments, he played a key role in scaling the firm from its inception to $50 billion in assets under management within ten years. His expertise in organizational growth is demonstrated by his success recruiting and mentoring a national sales force of 140 representatives and developing client service models that significantly improved business growth and retention. A recognized industry leader, Richard frequently shares his expertise on growth and investment strategy as a speaker at large-scale client seminars nationwide.
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