At Insigneo, we lead the charge in simplifying global investment in today’s complex financial landscape.

Our mission?

To provide straightforward and effective financial advice, freeing you from the complexities of wealth management. With our expert team, streamlined processes, and cutting-edge technology, you can focus on living your life while we handle the rest.

Who Are We

Since 1985, Insigneo has been empowering investment professionals and their clients worldwide. With a robust global footprint and a management team boasting over 300 years of combined experience, we excel in navigating the intricacies of international financial markets. Our understanding of diverse global jurisdictions ensures efficient goal achievement and maximum financial success.

Our Locations

• Miami
• New York
• Coral Gable
• Houston
• San Diego
• Puerto Rico
• Uruguay
• Chile
• Argentina
• Colombia

Our Approach

Simpler: we cut through bureaucracy to make global investing seamless.

Innovative: our in-house solutions and processes ensure a friendly journey.

Friendlier: we actively listen to create positive change together.

Better: with our commitment to aiming higher, we embody “the Insigneo way.”

Tech-enabled: leveraging top-tier technologies and expert thought leadership for optimal results.

Our Services

At Insigneo, we offer a comprehensive array of services designed to meet the diverse needs of investment professionals and their clients globally. Here’s a closer look at how we empower you to achieve your financial goals:

Investment Advisory

Our seasoned advisors take the time to understand your financial situation and craft tailored plans to achieve your specific objectives. Whether you’re aiming for growth, income, or capital preservation, we provide personalized guidance every step of the way.

Wealth Planning & Insurance

Planning for the future requires careful consideration. Our professionals help you navigate the complexities of wealth management by creating customized strategies to preserve, enjoy, and transfer your wealth. From estate planning to insurance solutions, we ensure your financial well-being for generations to come.

Cash Management

Make your excess liquidity work for you with our competitive cash management solutions. We offer access to money market instruments, including FDIC-insured products, to optimize your returns while maintaining liquidity.

Trading

Gain access to global markets with our comprehensive trading services. Whether you’re interested in stocks, bonds, or funds, our experienced team and robust trading relationships ensure efficient execution and optimal results.

Market Research

Stay ahead of the curve with our expert market research and insights. From economic trends to investment opportunities, we provide timely analysis and actionable recommendations to help you make informed decisions.

Investment Management

Let us manage your portfolio based on your unique objectives and requirements. With a focus on risk management, cash flow needs, and tax efficiency, we tailor investment strategies to maximize returns while mitigating risk.

Financing

As a high-net-worth individual, you may require financing for various purposes, from property acquisitions to business investments. Our trusted advisors guide you through the financing process, ensuring you secure the funds you need while maintaining your long-term financial strategy.

Lending Services

Whether you’re looking to purchase assets or unlock liquidity, our lending services provide flexible solutions tailored to your needs. We help you determine the best approach to acquiring products without disrupting your overall financial plan.

Why Choose Us?

Value proposition: we offer unparalleled support, robust trading capabilities, and extensive market research.

Solid, established player: with complete regional coverage and a unique business model, we serve clients globally like no one else.

Experience & technology: backed by a seasoned management team and cutting-edge technology, we provide a simpler, friendlier advisory experience.

Creative solutions, client-first support: our practical approach ensures we meet the evolving needs of investment professionals and clients worldwide.

Long-standing relationships: partnering with leading asset management firms gives us a unique perspective, enabling seamless access to global markets.

Contact us today to discover how Insigneo can empower you to achieve greater financial freedom and peace of mind. Together, we’ll chart a course for success in the global market. Don’t wait – seize the opportunity to thrive with Insigneo by your side!