Investment

“Asset Allocation, Risk Profiling, Independence and Expertise form the bedrock of all our investment decisions.”

At Meritus Wealth Management we employ a multi layered approach to Investment Management.  Savings and lump sum investments, if invested wisely, can provide the means for funding property purchases, education fees for children and other items which can be difficult to fund from day to day income.

Our robust approach to risk profiling and asset allocation, coupled with our knowledge and expertise, allows us to consistently match the risk-return profile of each of our clients with an appropriate, client specific investment strategy.

Our Investment Advisors research, profile and analyse a wide array of investment products and services, determining relative value amongst competing investments. We classify all investments into seven categories of risk upon we which we will blend a portfolio of funds with overall levels of volatility within stated bands.

   Risk Profiling
   Tailored Investment Solutions
   Maximise Investment Return
   Portfolio Building

FINANCIAL SERVICES



WHO TO CONTACT


Shane O’Connor QFA

T: +353 87 2576176
E: soconnor@meritus.ie

Investment

Retirement
Planning

Insurance, Planning
& Protection

Inheritance
Tax Insurance

Credit Unions

Sports
Insurance

Healthcare Division