Davy Charities offers a range of services to address your organisation's specific needs, whether you seek a strategic investment approach, professional investment management, a detailed financial plan or a broader range of financial services.
To meet the diverse and changing financial needs of a charitable organisation, it is important to create a robust financial plan for the long-term.
DISCRETIONARY AND ADVISORY SERVICES
For charities and foundations looking for discretionary portfolio management or an advisory service we offer a choice of services from a specialist Charity Team.
We recognise that your focus is your charitable activity. Our focus is to build the most appropriate investment strategy for your charity’s needs.
For charitable organisations social, environmental, sustainable and ethical issues are likely to form an integral part of your investment strategy. If certain ethical issues are important to your organisation, you may want them to form part of determining the way your assets are invested.
We offer a range of supporting services for clients, all underpinned by our commitment to keeping you informed.
Talk to Davy Charities Today
Talk to our team to find out how we can help your organisation investment for the future.
Tel: +353 (0)1 614 3344