A Dedicated Investment Partner Offering Tailored and Comprehensive Wealth Management Oversight

Start Your Investment Journey

ABOUT US

AC Global Investment Partners, with offices in New York and Miami, is an investment firm built around two pillars: Outsourced Chief Investment Officer (OCIO) Advisory Services and Investment Management Solutions.

WHO WE SERVE

AC Global Investment Partners serves families and institutional investors. We provide holistic investment oversight and portfolio management services designed to help clients pursue their long-term financial objectives.

OCIO ADVISORY SERVICES

A tailored and comprehensive wealth management oversight service designed for families and institutional investors.

Tailored Investment Strategy & Risk Management

  • Goal-Aligned Portfolios: Review your portfolio allocations periodically to ensure they are aligned with your financial goals.
  • Investment Refinement: Proactively identify and correct redundant or underperforming investments.
  • Strategic Exposure Management: Ensure your investment exposures are optimized and well diversified.

Independent Analysis of New Investment Opportunities

  • Rigorous Due Diligence: Conduct comprehensive risk assessments on potential investment opportunities.
  • Strategic Fit Evaluation: Assess how new investments align with your overall portfolio strategy and risk framework.
  • Precise Recommendations: Provide guidance on appropriate investment sizing and structure.

Comprehensive Portfolio Oversight

  • Holistic Investment View: Gain a consolidated perspective of your holdings across multiple institutions.
  • Expense Optimization: Ensure total expense ratios are competitive and aligned with current market standards.
  • Risk Mitigation: Identify and eliminate excess risk, investment replication, and inefficiencies across accounts and funds.

Seamless Coordination with Other Providers

  • Centralized Communication: Serve as your single, streamlined point of contact for all investment-related discussions.
  • Independent Insights: Provide recommendations to help support informed decision-making.
  • Continuous relationships: Continue working with your preferred providers, optimized by professional oversight.

INVESTMENT MANAGEMENT SOLUTIONS

AC Global Investment Partners offers a range of investment strategies designed to balance income generation, capital preservation, and growth opportunities across global markets.

Global Fixed Income (Yield Guard)

Designed to deliver consistent income through diversified exposure to fixed income, credit, and alternative income-generating assets.

Global Balanced (Dynamic Core)

A globally diversified strategy that balances equities, fixed income, and alternatives to capture growth opportunities while managing risk.

Global Absolute Return (Preserve +)

Focused on capital preservation with a disciplined approach to downside protection and volatility management.

Global Thematic (Alpha Edge)

Targets opportunistic investments and specialized strategies aimed at enhancing long-term portfolio returns.

LEADERSHIP WITH GLOBAL INVESTMENT EXPERIENCE

Experienced leadership shaped by global markets, institutional investment oversight, and long-term portfolio management.

Carlos Asilis, PhD

Co-Founder

Carlos Asilis leads the design and implementation of a dynamic asset-allocation framework that blends strategic, tactical, and thematic…

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Lisandro Chanlatte, CAIA

Co-Founder

Lisandro Chanlatte spearheads business development and designs bespoke advisory strategies – portfolio construction, concentrated-holdings…

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Juan Mendoza

Registered Client Associate

Juan Mendoza combines investment operations expertise with a growing focus on portfolio analytics, supporting the firm’s wealth management platform…

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START YOUR INVESTMENT JOURNEY

Take the first step toward building your financial future by contacting our office today.

    AC Global Investment Partners is the “doing business as entity” through which Lisandro Chanlatte, an Investment Professional (IP) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”), and Carlos Asilis, an IP of IAS, conduct their securities and investment advisory activities. AC Global Investment Partners 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. Check the background of the IP on FINRA’s BrokerCheck at finra.org/brokercheck. Click on the following links to view ISEC- Reg BI- Client Relationship Summary (“Form CRS”) and IAS_Form_ADV_Part_3_CRS.pdf.