Gold Core

About us

We assist a select group of investors in Ireland to make prudent decisions with their money.

We achieve this through a consultative process providing clarity about their financial goals and what is important to them to achieve in their lives. We also provide insights into how markets work and how the decisions that investor’s make can affect their investment returns over time.

We apply a Fiduciary standard of care in our dealings with our clients ensuring that our recommendations are in their best interests and meet the standards of the internationally recognised Financial Planning Standards Board’s Code of Ethics and Professional conduct applicable to Certified Financial Planners.

Fiduciary standards

One of our guiding principles is to act in the best interests of our clients, earning and maintaining trust by doing what we say we are going to do. We follow this principle by adhering to a core philosophy that forms the foundation for all the portfolios that we manage. For example, we believe that risk and return are related and that markets are efficient in the sense that prices of publicly traded securities reflect all available information.

Consistency in certain elements of our investment approach also keeps us centred on this guiding principle. We focus on delivering market returns for our clients from a “non-predictive” investment solution. We make diversification at all levels an essential feature in our portfolios and we add value by emphasizing careful and efficient management and trading in the portfolios.

Another of our guiding principles is to work hard to improve investment returns for our clients and to challenge existing assumptions about how to invest. As such, we regularly consider new ideas and our Investment Committee undertakes research which is independently verified by our academic consultant Dr Constantin Gurdgiev.