Investments
Investments
We design portfolios for our clients, that invests their capital across equities, bonds, and other alternative assets. Our investment team evaluates asset valuations and potential returns, in accordance with each client’s individual risk tolerance and financial goals.
We design portfolios for our clients, that invests their capital across equities, bonds, and other alternative assets. Our investment team evaluates asset valuations and potential returns, in accordance with each client’s individual risk tolerance and financial goals.
Our investment committee brings over 80 years of combined experience to the decision-making process that shapes our house view and sets our investment portfolio allocations.
Our investment committee brings over 80 years of combined experience to the decision-making process that shapes our house view and sets our investment portfolio allocations.
In-house portfolios
We have constructed our own in-house portfolios since 2009, consistently outperforming the relevant benchmarks and comparable peer funds.
We have constructed our own in-house portfolios since 2009, consistently outperforming the relevant benchmarks and comparable peer funds.
Active managers
We actively manage our portfolios, by continuously assessing a range of factors including economic indicators, geopolitics, valuations and investor sentiment to determine the most effective allocation of our clients’ capital.
We actively manage our portfolios, by continuously assessing a range of factors including economic indicators, geopolitics, valuations and investor sentiment to determine the most effective allocation of our clients’ capital.
Focus on consistency
We aim to deliver consistent, long-term returns in an increasingly fragmented and complex global economy, while also remaining agile and ready to capture opportunities when they arise.
We aim to deliver consistent, long-term returns in an increasingly fragmented and complex global economy, while also remaining agile and ready to capture opportunities when they arise.
How we view risk
We believe holding excess cash is riskier than investing over the longer term. Inflation permanently erodes the value of money, whereas market volatility is temporary. Avoiding any risk simply means forgoing returns, so we aim to take calculated risks that can help build long-term wealth.
We believe holding excess cash is riskier than investing over the longer term. Inflation permanently erodes the value of money, whereas market volatility is temporary. Avoiding any risk simply means forgoing returns, so we aim to take calculated risks that can help build long-term wealth.
Contact Us Today
Get in touch — we’ll help you make sense of your next move.
Get in touch — we’ll help you make sense of your next move.
Dundalk
Head office
Dundalk
Head office
Dundalk
Head office
At DFP, we offer financial management advice to individuals, charities, corporate partnerships and businesses, which is specifically designed around their individual circumstances.
Docal Ltd. t/a DFP Pension & Investment Consultants is regulated by the Central Bank of Ireland.
Registered Address: 1st Floor Quayside Business Park,
Mill Street, Dundalk, Co. Louth. Registered in Ireland, company registration number 390947
At DFP, we offer financial management advice to individuals, charities, corporate partnerships and businesses, which is specifically designed around their individual circumstances.
Docal Ltd. t/a DFP Pension & Investment Consultants is regulated by the Central Bank of Ireland.
Registered Address: 1st Floor Quayside Business Park,
Mill Street, Dundalk, Co. Louth. Registered in Ireland, company registration number 390947
At DFP, we offer financial management advice to individuals, charities, corporate partnerships and businesses, which is specifically designed around their individual circumstances.
Docal Ltd. t/a DFP Pension & Investment Consultants is regulated by the Central Bank of Ireland.
Registered Address: 1st Floor Quayside Business Park,
Mill Street, Dundalk, Co. Louth. Registered in Ireland, company registration number 390947