INSIGNIA WEALTH ADVISORY

Overview

Insignia Wealth Advisory is an independent, individual-owned registered investment adviser that manages modestly sized client portfolios with a fee model based on a percentage of assets under management. The firm provides financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and offers selection-of-other-advisers services — indicating a willingness to allocate to external managers when a client mandate requires specialized capabilities. Investment activity centers on public investment vehicles, with a clear preference for mutual funds and pooled public funds as the backbone of client portfolios. The firm identifies as an active ESG investor, which suggests ESG criteria are incorporated into manager selection and fund choice across equity and fixed income sleeves rather than relying exclusively on single-stock selection. Insignia functions as a capital allocator: it constructs core allocations in public funds and supplements those allocations by channeling client capital to third‑party alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices