The INS Companies provide investment analysis and reviews of investment transactions on company portfolios of all sizes and complexities.

Practice Leaders

Annette Knief

President and Managing Partner


Richard Foster

Financial Regulation Manager


For More Information 215-625-2927

The proper distribution and handling of a Company’s investment portfolio is critical to the foundation of that entity’s financial well-being. The INS Companies have the expertise and full-time specialists to perform reviews on either a stand alone basis or as part of a statutory examination. We can assure the regulators have a thorough understanding of the reliability and effectiveness of a Company’s investments not only based upon the Company’s own financial disclosures, but also on our own internal review processes. Through our strategic partnership with a New York investment specialist firm, we are capable of examining the most complex investment portfolios and investment types.