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.
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.
