Insignia Wealth Advisory

Insignia Wealth Advisory is a small, independent, fee‑only registered investment adviser that provides wealth management and financial planning to individuals (including high‑net‑worth clients), charitable organizations, and corporate clients. Services include ongoing investment management—developing client‑specific investment policies, asset allocation targets, and retirement account advice—and financial plans that the firm will deliver at no additional fee if elected by the client.

The firm applies Modern Portfolio Theory and a mix of passive and active strategies, using fundamental, technical, cyclical, and charting analysis to construct portfolios, and it may recommend outside managers or alternative investments when appropriate. Although it can accept discretionary authority, Insignia’s ADV shows the majority of its assets are managed non‑discretionarily (about $6.77M discretionary vs. $15.95M non‑discretionary as of 12/31/2025), and it also provides portfolio management services to institutional clients.

What is notable compared with many peers is that a substantial share of the firm’s assets are non‑discretionary and that it actively manages accounts for institutional entities—both outcomes that are uncommon for independent advisers of this size. The firm operates on a fee‑only basis without commission or performance‑based compensation, generally leaves proxy voting to clients, does not aggregate client trades into block orders, and relies on institutional custodian platforms for custody and operational support.