There are many different types of investments to choose from, each with their characteristics, advantages and disadvantages. As an individual, you will be faced with a vast amount of information about stocks, property, bonds etc when you are investigating how best to invest a lump sum or regular savings. Understanding all the options available and finding the most suitable option for your needs can be a daunting task thats why our team of financial experts in Ireland are here to help you make the smart investment decisions.

Broadening your horizons with investment diversity

We have an investment philosophy which encourages our clients to diversify and broaden their investment horizons. Property investments have been the long time favourite of Irish investors and are still proving to be an excellent long term asset class. However, increases in volatility and changes in the global industrial and investment axis have made diversification into alternative asset classes and into a broader range of stock markets more important.

Many first time investors commit to financial obligations without getting quality independent advice. They choose particular products because they are sold as high return investments without taking account of suitability and risk. It is important for all investors to get advise from an experienced professional, who specialises in dealing with different types of investments. The primary role of the investment professional is to assist you in making the right choices, most suitable to your current needs and for the future. Find out more about first time investing in Ireland

For clients who already have investments in place, we look to advise on the suitability, risk profile and balance of their current investments. We also provide independent information on the best options available in the market when looking to make further investments. We can design a specially customised portfolio, specific for each individual client, using the asset class model below. Find out more about high return investments

Our financial services investment team in Ireland

Our management team has over 100 years combined experience in Fund Management, Taxation and Accounting so we are uniquely placed to offer advice on all aspects of regular or lump sum investing. Through regular meetings with Investment Managers and Daily research on market movements and new product launches we are well placed to advise in a completely independent manner on the most suitable investment choices for you as an investor. We can guide you through the complex and sometimes confusing investment market and map out our short and long terms recommendations in a clear and concise manner.