CUSTOMIZED SOLUTIONS
We offer our clients a wide range of investment products and services that we customize to suit their individual needs and risk tollerance.
Open architecture products and services
Besides offering conventional commercial banking products such as credit cards and loans, we offer every other type of financial instrument available in the Global Market. Our comprehensive international financial advisory is based on our client's return needs.
We customize our investment solutions to offer you the best possible performances for your risk profile.
Advisory Process
Our advisory process is a pillar of our relationship; it allows us to align your financial life goals with an investment portfolio that is based on your levels of risk.
Advisory Process
Our advisory process is a pillar of our relationship; it allows us to align your financial life goals with an investment portfolio that is based on your levels of risk.
Advisory Process
Investor profile
It is the most important stage of the advisory process to determine: Investment objective, risk tolerance, investment horizon and strategic distribution of portfolio assets.
Advisory Process
Investment policy
Stage in which the guidelines that will guide the investment decisions of your diversified portfolio are defined.
Advisory Process
Portfolio Design
At this stage, our advisors will propose a portfolio based on the investment strategy.
Advisory Process
Performance Review
Permanent monitoring of the evolution of the portfolio.
Information and announcements
We are committed to keeping you always well informed, with constant communication. This is essential to making the best investment decisions.
We will keep in contact with you through the following channels:
Informational and tutorial videos
Podcasts
Reports, including corporate results
Account statements
Inteligo Digital
Personalized advice
Webinars
Access your investments at any time and in any place
We are part of
We are regulated by
2019 INTELIGO BANK, Private Bankers | Inteligo Bank is a subsidiary of Inteligo Group
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Access your investments at any time and in any place
We are part of
We are regulated by
2019 INTELIGO BANK, Private Bankers | Inteligo Bank is a subsidiary of Inteligo Group