Insigneo Advisory Services, LLC
Insigneo Advisory Services, LLC is a Miami-based SEC-registered investment adviser headquartered in Florida. Founded in 2011 originally as Global Advisory Services, LLC, it is part of Insigneo Financial Group and provides wealth management and investment advisory services to a global clientele, primarily high-net-worth individuals and families. The firm aims to simplify global investing by offering personalized solutions, leveraging technology, and providing access to various financial institutions. As of June 2024, the firm reports approximately 185 employees.
Investment Strategy
Insigneo Advisory Services, LLC offers comprehensive investment advisory and wealth management services through a wrap fee program tailored to clients' objectives, strategies, and risk profiles. The firm designs creative yet practical solutions for global investors, with an emphasis on diversification, client alignment, and risk management across various asset classes including fixed income, structured products, private placements, and digital assets. Investment strategies are carried out using both in-house and affiliated trading resources, guided by a technology-enabled, client-centric approach and a commitment to serving discerning clients globally.
Top Holdings
Equity Positions (614)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.68% | $77.7M | 378,848 | $159.75 | $205.17 | -$4.8M |
N NVDA | NVIDIA CORPORATION | 4.74% | $55.2M | 349,287 | $68.16 | $157.99 | +$25.1M |
S SPY | SPDR S&P 500 ETF TR | 4.29% | $50.0M | 80,851 | $474.37 | $617.85 | +$8.5M |
A AMZN | AMAZON COM INC | 3.96% | $46.1M | 210,144 | $124.54 | $219.39 | +$9.5M |
M MSFT | MICROSOFT CORP | 3.84% | $44.7M | 89,785 | $318.11 | $497.41 | +$13.1M |