We are one of Ireland’s leading investment advisory firms and investing is our specialty. The advice we offer through our network of investment advisers is your biggest advantage in achieving your investment goals.
Your adviser is supported by the expertise of our award winning research team; one of Ireland’s largest. The quality of our research and the advice you receive is founded on our team's in-depth analysis.
Our experienced investment advisers have helped more than 65,000 clients with their investments be it investors with high net worth, or those just starting out.
No matter how much or how little experience you have with investing, one of our qualified investment advisers can help you make the most of our services.Read more
Working with our clients revolves around a clear investment strategy and a disciplined approach. Our goal is to educate, provide best practice portfolio management and to help investors think about their own situation from a new perspective.
A customised portfolio of investments will be designed for you, focused on your investment objectives. We combine a wealth of knowledge from our advisers, with our firm's research expertise, resources and capabilities.
We offer two Premium Services: Discretionary Investment Management Service (DIMS) and Managed Portfolio Service (MPS). Both services offer a customised approach to your investment portfolio. Ultimately, it comes down to the level of ongoing involvement you would like. With both services, you will receive a tailored investment strategy that is customised to your investment objectives and your appetite for risk. This can be based on our best practice portfolio framework or managed to a specific mandate. With both services, your adviser will provide you with ongoing, tailored advice underpinned by our expert research team. You can be confident that the advice you receive or the decisions that are made are based on thorough analysis. These services are available to both existing and new clients who have $50,000 or more to invest.
Initial meeting to discuss your investment needs and outline our services. We will then establish your situation and objectives.
Your adviser administers your portfolio for you, based on the agreed strategy. They make timely decisions as suitable opportunities arise. .
Your adviser manages your portfolio based on your objectives, but you must agree before any decisions can be made or recommendations can be acted upon.
We analyse and assess your financial objectives and risk profile. We then develop personalised recommendations and present these to you.
Once you're happy with the strategy, we implement the portfolio, usually in instalments over a period of time.
You will receive regular reports from your adviser to keep you informed about your investment. These are prepared quarterly and annually.