Realm Investment Management is a Discretionary Investment Manager

Hi I'm Eugene Lawlor,

I believe IFAs can improve the service they currently offer, improve their investment returns, reduce their compliance burden, and cut their work load dramatically without any net cost to their business. Fix a consultation with me and I’ll show you how.

Our proprietary investment process has proved itself through many years of volatile market conditions

Our DFM Charge is set as a “Fee Only” option at just 0.25% per annum plus VAT. We apply no other charges

We can offer a totally unrestricted platform solution including comprehensive client reports, online access for valuations and safe custody from a highly reputable institution charged at just 0.25% per annum

Five risk-rated model portfolios with seven years “real-time” out-performance

Each member of our investment team has thirty years experience

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Contact us now and discover how our services can augment and strengthen your existing proposition.

Giving us the responsibility of managing, monitoring and communicating the investment decisions for your clients will allow you more time to focus on the growth and development of your business.

Our Model Portfolio Service (MPS) is a range of risk-assessed portfolios designed with the aim of delivering superior risk-adjusted returns for your clients.

Our proven investment process employs a unique top-down asset allocation and fund selection methodology with an emphasis on managing risk and preserving capital.

You maintain full control of the relationship with your client which we will endeavour to support and enhance.

RESEARCH

To systematically review investment market data to extract facts rather than relying on the common narrative.

EVALUATE

To judge and subsequently determine the value of research in order to reach new conclusions.

ALLOCATE

To then efficiently apportion the available capital for various uses.

LIAISE

To communicate with investors and keep them informed.

MONITOR

To keep a continuous record of how market data is changing and provide a feedback loop to our research.

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