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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.

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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.

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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.

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

Live an exclusive experience

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