A STRUCTURED INVESTMENT PROCESS

Whether you want us to professionally manage your portfolio or you would prefer to manage it yourself with advice, our focus is on delivering superior investment returns to our clients through a structured and rigorous global investment process.

The investment instruments we select for our clients' portfolios are carefully chosen and rigorously monitored, as we aim to include the best investments for our charity clients.

A RANGE OF IMPLEMENTATION OPTIONS

Our charity clients experience our investment strategy in various ways, depending on their organisation’s requirements

  • Customised, global multi-asset portfolios
  • Pooled investment funds

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 
Email: charities@davy.ie