At INTELIGO BANK we have designed a four-stage, flexible, dynamic and comprehensive Financial Advisory Process. This structured advisory process allows our relationship managers to work with you to produce the appropriate long - term strategy and investment choices for your profile and meet your personal needs and goals.
Everyone is different. There is no single way to invest, but many. Your personal needs and your risk tolerance will determine the choice of the investment portfolio that can help you achieve your goals.
This document details the guidelines and establishes the needs, objectives and constraints for your investment decisions
An investment portfolio is the combination of different asset classes and products to help you achieve your investment goals.
Our specialists constantly monitor economic conditions in major markets and the most important events in this regard.
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