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Strategic Advisory

As wealth accumulates, investment strategy must evolve towards capital preservation – as well as further growth. This is not just about balancing risk and reward, it’s about seeing the bigger picture, having the right plan, and being able to stick to it as market conditions change. Our Strategic Advisory team, led by Joe Prendergast, creates specialised investment strategies for individuals, families and investment companies managing significant wealth.  

Strategic Advisory | Goodbody
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Strategic Advisory | Goodbody

Goodbody Strategic Advisory

Strategic Advisory takes a unique approach to developing strategies that balance capital preservation and growth through three interlinked investment portfolio objectives. Precise liquidity management, strict risk control and disciplined execution are combined with fundamental investment principles such as inflation protection, quality asset selection, downside protection and thoughtful construction of your investment goals.  


Strategies designed to meet annual cashflow needs with a high degree of certainty.


Investments set to deliver return but retain liquidity, should plans change.


Less liquid, long term investments focused on enhanced capital growth and compounding.


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Speak to our Strategic Advisory team today

+353 1 667 0400

[email protected]


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Warning: Nothing presented on this website constitutes investment advice as it does not take into account the investment objectives, knowledge and experience or financial situation of any person. You should not act on it in any way and are advised to obtain professional advice suitable to your own individual circumstances. The value of your investment may go down as well as up. You may lose some or all of the money you invest. Past performance should not be taken as an indication or guarantee of future performance; neither should simulated performance. The value of securities may be subject to exchange rate fluctuation that may have a positive or adverse effect on the price or income of such securities.
Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland and Goodbody Stockbrokers UC is authorised and regulated in the United Kingdom by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange. Goodbody is a member of the group of companies headed by AIB Group plc.
@2024, Goodbody
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