Investment Advisory
INVESTMENT ADVISORY
We help you to outline the steps in creating an investment portfolio, whether that be through pension or personal. You will have the peace of mind knowing that your investments are hard at work and you’re on track to meet your goals.
The Investment Planning and Management Process
Step 1 – Establishing Investment Goals and Objectives…. What you want to achieve from your Investment and what are your target returns.
Step 2 – Determining Risk Tolerance and Appropriate Asset Allocation…. We will evaluate what level of risk tolerance you have; this will determine how we spread your investment amongst varying asset classes.
Step 3 – Creating the Investment Portfolio….Once above information has been analysed, we will develop the investment portfolio, specific to you. You will have a clear understanding of what assets you are invested in and what you can expect from your investment.
Step 4 – Monitoring and Reporting….We provide the assurance of consistent monitoring of the investment plan and annual reporting, through personalised meetings.
testImonials
” I have been a client of Ian’s for many years, he has provided sound advice, has listened carefully to my requirements and concerns, and has ensured investments meet my needs. He is easy to work with and follows up quickly on requests. He provides a range of options and provides recommendations but leaves the final decision to his clients. “
” I have been working with Ian, with regards my Pension/Investment planning since 2013. He has been most professional and efficient in all of our dealings. I have been very impressed with his knowledge and expertise in all areas of Financial planning and his ability to build a strong working relationship. “
investment planning CASE STUDY
A new Client was referred to us by a Legal Firm. This Client had considerable investment assets but was unsure how they were invested at that point. We discussed the goals and objectives for the funds, this gave us the starting point for building the investment plan. Income from the investments was a key objective.
We discussed attitude to investment risk and what the level of tolerance was regarding risk. We performed the due diligence on the existing investments and revised the investment plan.
We provided detailed summary on our proposal and ensured the Client had a clear understanding of where the funds would be invested. The Client is now confident that an income can be provided for from the Investment Plan and the funds are invested appropriately.
CONTACT US TODAY
This is an opportunity to chat through your financial goals. I’m happy to listen and make some suggestions.
If you like what you see and want to know more about what we can do for you, please contact me using the form here or by emailing info@amicis.ie.