Multi-Custodial Framework
Through our platform, we provide access to multiple leading financial institutions and advanced technology solutions. This structure allows us to work with established custodians while maintaining our perspective.
Our relationships with respected financial institutions provide clients with institutional-caliber services, robust security protocols, and comprehensive reporting capabilities.
Our Platform
The Power of Choice in a Complex World
Investment advisory services are provided on a fiduciary basis through Insigneo Advisory Services, LLC. Brokerage services are provided through Insigneo Securities, LLC and are subject to Regulation Best Interest. Client assets are custodied with independent third‑party custodians, including BNY Mellon and Goldman Sachs. Custodians do not endorse Hillguard or its services. Services may vary by jurisdiction.
$53.1 trillion
assets under custody and/or administration
$2.0 trillion
assets under management
$2.5 trillion
in global
client assets
$2.0 trillion
net capital
And many other options, such as Goldman Sachs and Charles Schwab
Our Platform and Solutions
Custodial Relationships
- Multiple leading financial institutions
- Segregated account protection
- International custody capabilities
- Multi-currency services
Technology Infrastructure
- Portfolio management systems
- Risk analytics platform
- Client reporting technology
- Secure client portal access
Trading Capabilities
- Institutional trading desk access
- International market reach
- Multiple currency capabilities
- Advanced execution tools
Research Resources
- Market analysis
- Investment research
- Economic insights
- International perspectives
Security & Protection Section
- Account protection measures
- Technology security protocols
- Privacy standards
- Regulatory compliance
Strategic Relationships
- Custodial Partners
- Technology Providers
- Research Partners
- Service Providers
Independence
Our multi-custodian platform provides access to multiple financial institutions, allowing us to consider solutions based on your specific needs and objectives.
Capability
We utilize professional trading infrastructure and advanced technology systems to support sophisticated wealth management strategies across markets.
Reach
Through established relationships and technology, we help facilitate international market access and navigate cross-border considerations for our international clients.
Security
We work with institutions that maintain rigorous security protocols and multiple layers of protection designed to safeguard client assets and information.
