Our Investment Management Service is a tailored, personal approach at the heart of Goodbody Wealth Management. Whether you are interested in generating an income, growing your wealth, or preserving your capital for the next generation, Goodbody has the experience and expertise to advise you on the best approach. Goodbody Investment Portfolio Service is headed by David Lambe.
We specialise in stock selection, using our in-house research capabilities to identify opportunities to invest in direct equities, bonds or alternative assets. Direct holdings can be combined with funds, passive instruments like ETFs, or structured products to create diversified portfolios and to spread risk. Most of the portfolios we manage have global exposure, but we can focus on specific regions or asset classes according to your preference.
Our approach to equity selection is from a sectoral perspective. We seek to identify the most attractive sectors relative to economic and market conditions, and to select attractively valued companies that are underpinned by growth, strong cashflow or a dominant market position.
Over time, our clients get to know and trust their relationship managers, who tailor their portfolios to each client's preferences or requirements.
Our investment portfolios may be held in a variety of vehicles including pensions, ARFs, trusts and partnerships.
We value regular communication with our clients and produce a range of market commentaries and reports as well as having regular face to face meetings. We are always happy to talk to you on the phone, and we encourage you to call us if you have any questions about your portfolio or about opportunities for investing.
Our investment portfolios have the following benefits;