MIAMI, FL, August 1, 2017 – Leveraging more than 30 years of proven success while focusing primarily in the Latin American region to fuel its growth, Insigneo is a result of the integration of several companies – Global Investor Services, HB Asset Management, Alpha Capital, Hencorp Wealth Advisors, and the recently acquired Northeast Securities, all coming together now under a new brand and corporate image. The company’s business model is rooted in becoming a catalyst for prosperity and on a customer-focused partnership approach with both its clients and financial advisors.
The organization will represent over US$8 billion in customer assets, turning it into one of the leading U.S. based independent financial firms focused on global customers, with local presence in Argentina, Brazil, Central America, Chile, and Uruguay.
Insigneo’s offering will focus on Wealth Management, Asset Management, Multi-Family Office and Institutional Services.
“We have put together a proactive, passionate, visionary, and ambitious group of professionals in the industry focused exclusively on creating effective solutions for our clients,” said Raul Henriquez, CEO of Insigneo, who founded Global Investor Services back in 1989 and led the acquisition of Northeast Securities, Inc. earlier this year.
Among its core competencies, Insigneo will provide a fully integrated solution to financial advisors, family offices and broker dealers to expand their businesses efficiently and serve clients effectively. It will also focus on co-creating goals with clients supported by a globally competitive, truly open platform.
“Successful partnerships emerge when the right talent and organization are in alignment, and when the right vision and culture are put in place, great things are bound to happen” emphasized Henriquez.