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WEALTH MANAGEMENT

Our top experts design and manage customized investment portfolios.

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25 YEARS SUPPORTING OUR CLIENTS

We develop our clients' future so they can enjoy their present.

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We provide financial advisory to our clients and their families on

THE MANAGEMENT OF THEIR WEALTH THROUGHOUT THEIR LIVES

Commitment

Inteligo Bank's financial advisory demonstrates the real meaning of the word Commitment; our team of genuinely service-minded experts will manage your financial goals as if they were their own.

Proactivity

We anticipate the financial needs of our clients by offering them different pertinent solutions in the shortest possible time.

Expertise

By choosing Inteligo Bank's financial advisory you will work with a team of experts that are highly qualified at the local and international levels.

Commitment

Inteligo Bank's financial advisory demonstrates the real meaning of the word Commitment; our team of genuinely service-minded experts will manage your financial goals as if they were their own.

Proactivity

We anticipate the financial needs of our clients by offering them different pertinent solutions in the shortest possible time.

Expertise

By choosing Inteligo Bank's financial advisory you will work with a team of experts that are highly qualified at the local and international levels.

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.

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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.

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EXCLUSIVE EXPERIENCE

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