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SERVICES

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.

Lending Solutions

Lending Solutions

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

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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.

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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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REL Capital Advisors © 2025. All Rights Reserved.
 

REL Capital is the “doing business as entity” through which Ruben Lerner and Ariel Materin, investment professionals (“IPs”) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”) of IAS conduct securities and advisory activities. REL Capital 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://dba.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- Reg BI- Client Relationship Summary (“Form CRS”) and IAS - Form ADV Part 3 CRS. Past performance is not indicative of future results, that investment involves risk, and that loss of principal is possible. Always contact your Investment Professional for specific recommendat

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