We monitor and manage your portfolio so you have more time to focus on what matters most to you

Why choose our Discretionary Service?

At Cantor Fitzgerald Ireland, our priority is you. When you partner with us, you will have a dedicated relationship manager that is focused on understanding your financial goals, investment objectives, sustainability preferences and personal tolerance for risk. You will also receive access to a skilled and experienced investment team, who will manage your portfolio and update you regularly on its performance.

Investment Approach

We offer six investment strategies that seek to maximise returns for a given level of risk.  We monitor each strategy and rebalance where necessary with the aim of ensuring you don’t miss out on attractive investment opportunities or are exposed to unnecessary risks.

Ready to save time and Invest with confidence?

Request a no-obligation consultation with one of our financial experts.

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Discretionary Investment Service

 

Investment Approach

 

Investment Team

 

Portfolio Construction & Risk Strategy

 

Factsheets

Optimum Cautious Factsheet

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Optimum Moderate Factsheet

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Optimum Growth Factsheet

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Optimum Ethical Factsheet

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Optimum Adventurous Factsheet

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Optimum Income Factsheet

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