Investments

Our Investment Services

We develop Personalized Investment Strategies.

These are tailored recommendations based on your individual financial goals, risk tolerance, time horizon, and other personal factors.

These strategies are designed to help you achieve your financial objectives while minimizing risks and maximizing returns.

At Baggot we bring a wealth of investment knowledge and experience to deliver superior Investment Strategies.

  • BAGGOT MULTI ASSET PORTFOLIO

    • A Diversified strategy which aims to provide positive annualised investment returns on a medium to long term basis, while managing the portfolio within its risk parameters.
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  • EQUITY INCOME PORTFOLIO

    • BEI is a global equity portfolio focused on income via dividends and capital growth. All assets held are subject to CGT tax rates on gains and standard tax rates on dividends.
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  • CAPITAL GAINS TAX BASKET

    • A diversified portfolio where profits are CGT taxed. This Investment Strategy is most suited to individuals seeking to limit their taxation on gains.
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  • COMMODITY BASKET

    • A portfolio of stocks designed to gain from a recovery in commodity prices.
      We believe commodity prices still have a long way to run.
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  • INCOME FUND

    • Our Income Fund Strategy focuses on high yielding dividends from quality stocks.
      Wrapped in a Pension structure this is a fantastic strategy.
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  • INFLATION BASED INVESTMENTS

    • Inflation is eroding your savings. The best course of action is to invest with inflation based strategies that will deliver returns equal to or greater than the rate of inflation.
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  • SHORT TERM BOND/CASH FUND HOLDING STRATEGY

    • Rainy day funds in short term liquid instruments carrying minimal risk.
      From time to time you may need to hold some of your portfolio in cash or near cash.
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  • LOW RISK CORPORATE INVESTMENT STRATEGY

    • Many businesses are holding cash on deposit earning little or no interest.
      Our Corporate cash strategy delivers a low risk return greater than deposit rates.
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  • PERSONALISED INVESTMENT STRATEGIES

    • Tailored recommendations based on your individual financial goals, risk tolerance, time horizon, and other personal factors to achieve your financial objectives.
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Arrange a Free Investment Review with Peter Brown

If you would like to explore the various investing opportunities available you can avail of a free financial review with Peter Brown. This is a “No Obligation” review of your existing investments and pension arrangements to establish if there are any untapped opportunities that could improve your financial position.

 

Investments can  seem daunting.

  • How much should I/ can I invest?
  • What are my options, risks and objectives when investing.?

 

Our experts can provide you with an in-depth proposal of investment options allowing you how you can reach your financial goals within a risk environment you are comfortable with.

If You Would Like to Know More About Our Services
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