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SERVICES

Investment strategies involve risk, including potential loss of principal, and no strategy or allocation can ensure profit or protect against loss in all market conditions.

Portfolio Management

Portfolio Management

With access to multiple institutional research platforms, our Independent Financial Advisors can help you to define investment strategies tailored to your goals, and then help you to make informed investment choices across every market and asset class.

Client assets are held at BNY Mellon Pershing, a qualified custodian. SIPC protection limits apply and do not protect against market losses. Custodial arrangements do not eliminate investment risk.

Lending Solutions

Lending Solutions

With competitive interest rates and flexible borrowing terms, our lending programs have no required payment schedules or application fees.

Client assets are held at BNY Mellon Pershing, a qualified custodian. SIPC protection limits apply and do not protect against market losses. Custodial arrangements do not eliminate investment risk.

Cash Management

Cash Management

Access banking services such as check-writing, a Visa debit card for purchases or ATM cash withdrawal, automated deposits and withdrawals as well as bill-pay,  all through a single investment account.

Client assets are held at BNY Mellon Pershing, a qualified custodian. SIPC protection limits apply and do not protect against market losses. Custodial arrangements do not eliminate investment risk.

Trustee Services

Trustee

Services

Leveraging BNY Mellon Pershing's open architecture platform, The Trust Network, our advisors can provide you access to a wide array of trust services, with a choice of trustees.

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Website Disclosure A Plus Capital, LLC is the “doing business as entity” through which Manuel Uranga, an investment professional (“IPs”) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”) conduct securities and advisory activities. A Plus Capital, LLC is not itself a broker dealer or an investment advisor and is not under common ownership with ISEC or IAS. Insigneo Financial Group, LLC comprises a number of operating businesses engaged in the offering of brokerage and advisory products and services in various jurisdictions. Brokerage products and services are offered through Insigneo Securities, LLC, a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”) and member of FINRA and SIPC. Investment advisory products and services are offered through Insigneo Advisory Services, LLC, an investment adviser registered with the SEC. Insigneo has affiliated companies in different locations, so it is important to understand which entity you are conducting business with. Please visit https://insigneo.com/legalentities/ for more information about the differences between these companies, their locations, and what that means for you. Click on the following links to view ISEC- RegBi-Client Relationship Summary ("Form CRS") and IAS-Form ADV Part 3 CRS LinkedIn Disclosures A Plus Capital, LLC is the “doing business as entity” through which Manuel Uranga, an investment professional (“IPs”) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”) conduct securities and advisory activities. A Plus Capital, LLC is not itself a broker dealer or an investment advisor and is not under common ownership with ISEC or IAS. Articles circulated, market commentary and general ideas I share on LinkedIn should not be construed as specific securities or investment strategies recommendation for you or a business communication by me. If you would like specific investment recommendation, please contact me at manueluranga@apluscapita.com or call me at 1 (305) 874-0378. Check the background of the IP on FINRA’s BrokerCheck at www.finra.org/brokercheck. Outlook Disclosures A Plus Capital, LLC is the “doing business as entity” through which Manuel Uranga, an investment professional (“IPs”) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”) conduct securities and advisory activities. A Plus Capital, LLC is not itself a broker dealer or an investment advisor and is not under common ownership with ISEC or IAS. Check the background of the IP on FINRA’s BrokerCheck at www.finra.org/brokercheck.

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