Serving Clients.
Empowering Investment Professionals.
We collaborate with our Investment Professionals to support clients through a service model that brings together advanced technology, comprehensive services, and the knowledge required to help you better understand international markets.
How we work together.
Insingeo supports and enables Investment Professionals and their clients.
Investment Professionals develop strategies designed around your financial objectives.
Clients pursue their financial goals.
Insigneo’s role
Infrastructure, operations and resources
Compliance, supervision, marketing and other back-office support.
Investment access
Multi-custody, global markets, and institutional investment solutions.
Access to certain products may be limited due to restrictions in place dependent on a variety of factors, including country of residence.
Please consult with your investment professional regarding these limitations.
Institutional platform
Technology, tools, and business infrastructure for Investment Professionals.
International reach with local expertise
US-established, Latin America-connected, globally oriented.
Asset protection & Multi-custody
Multi-custody, global markets, and institutional investment solutions.
Investment Professional’s role
Build client strategy
Designs tailored investment plans based on each client’s goals and needs.
Customized portfolios
Provides recommendations that align with client’s specific investment profile.
Own the client relationship
Provides ongoing support to help clients achieve their financial goals and objectives.
Continued Planning
Offers solutions to help facilitate the changing dynamics of client’s investment journey.
Grow their practice
Uses Insigneo’s resources and infrastructure to scale.
Protecting your wealth
with a multi-custody approach.
Connect with premier custodians and leading brands for seamless asset allocation. A single point of contact for a world of possibilities.
Investing involves risk, including possible loss of principal. The asset protection framework does not protect against losses due to market fluctuation.
And others, including Charles Schwab and Goldman Sachs.
Insigneo has built a 35-year legacy of trust with BNY Pershing. Assets are safeguarded by BNY Mellon Pershing, an institution backed by over 85 years of expertise in global financial markets.
BNY Pershing is a member of SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org.
+$2.8 Trillion
client assets
+$2.1 Billion
net capital*
* as of June 30, 2025
Let’s get
in touch.
Connect with a member of our team to start your journey with Insigneo.