Houston, TX Post Oak Blvd Office
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Insigneo Advisory Services, LLC
Multi-team
Firm-wide stats for Insigneo Advisory Services, LLC
About
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.
Based on Insigneo Advisory Services, LLC
Expertise
Based on Insigneo Advisory Services, LLC
Location
1300 Post Oak Blvd, Suite 500
Houston TX 77056
Advisors at this office
4
Advisors at this office
Mayobanex M
Series 63, Series 66
Houston, TX
Insigneo Advisory Services, LLC
Mayobanex Martinez is a financial advisor at Insigneo Advisory Services, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CITIGROUP for 11 years. Martinez is a board member and 26% owner of Space City Fulfillment LLC, a micro-fulfillment and last mile delivery service that is currently not operating. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, and institutional clients, including banking and thrift institutions. The firm offers customized allocations supported by firm-modeled portfolios and third-party research, with investment options spanning equities, fixed income, commodities, REITs, alternative investments, and private placements.
Samuel M
Series 63, Series 65
Houston, TX
Insigneo Advisory Services, LLC
Samuel Morales is a financial advisor with Insigneo Advisory Services, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has previously worked at PNC Investments, Pershing LLC, and BBVA Compass Insurance Agency, among other roles. Morales is also the owner of SMAS Investments LLC, a pass-through entity for tax purposes. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm uses a committee-driven investment process combined with advisor-led portfolio construction, incorporating global asset classes and third-party macroeconomic research to align with client objectives.
Alberto V
Series 63, Series 65
Houston, TX
Insigneo Advisory Services, LLC
Alberto Valdes is a financial advisor at Insigneo Advisory Services, LLC in Houston, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. His prior roles include positions at Actinver Securities, BBVA Securities, and VectorGlobal WMG. Outside of his advisory work, he has been involved with Valgue Real Estate LLC since 2018. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individuals, corporations, trusts, and institutional clients, including banking institutions. The firm offers discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and proprietary private placement vehicles, utilizing customized allocations and firm-modeled strategies across a broad range of asset classes.
Juan B
Series 66
Houston, TX
Insigneo Advisory Services, LLC
Juan Bolanos is a financial advisor at Insigneo Advisory Services, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments and BBVA Wealth Solutions. Outside of advisory work, he is a property owner. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers a range of investment solutions such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services.
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