Beverly Hills, CA Office

Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non‑discretionary portfolio management. Services include firm‑managed Insigneo Multi Asset Portfolios (I‑maps), third‑party manager oversight, consulting, and participation in a wrap fee program; the firm also acts as investment adviser to the proprietary Insigneo Access – Vintage Fund I LP.

The firm’s investment process blends committee‑driven model portfolios (I‑maps) and individualized advisor‑led portfolio construction, using third‑party macroeconomic research and ongoing monitoring to align allocations with client objectives and risk tolerances. Portfolios can include global asset classes and emerging‑market and foreign‑currency exposures, and clients may impose reasonable restrictions or choose non‑discretionary arrangements.

Compared with many enterprise advisers, Insigneo has notable cross‑border elements: it is under common control with Insigneo Capital S.A. (a Panama entity) and discloses use of offshore funds, emerging markets, and related trailer arrangements. The firm also maintains an affiliated broker‑dealer, Insigneo Securities, LLC (ISEC), and several supervised persons are dually registered as ISEC registered representatives (with associated commission and trailer compensation disclosed and limited share‑class policies), and the adviser documents relationships and disclosures for institutional clients, including banking or thrift institutions.