FINANCIAL PLANNING

To meet the diverse and changing financial needs of a charitable organisation, it is important to create a robust financial plan for the long-term. 

DISCRETIONARY AND ADVISORY SERVICES

For charities and foundations looking for discretionary portfolio management or an advisory service we offer a choice of services from a specialist Charity Team.

INVESTMENT STRATEGY

We recognise that your focus is your charitable activity. Our focus is to build the most appropriate investment strategy for your charity’s needs. 

ETHICAL INVESTING

For charitable organisations social, environmental, sustainable and ethical issues are likely to form an integral part of your investment strategy. If certain ethical issues are important to your organisation, you may want them to form part of determining the way your assets are invested.

CLIENT SERVICES

We offer a range of supporting services for clients, all underpinned by our commitment to keeping you informed.

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