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Portfolio Management |
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Advisory or Discretionary |
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Structured Managed Service |
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Dedicated in-house team provide:
- Continuous investment monitoring
- Proactive decision making
- Regular reviews and updates
For further information or to contact a member of our team
call + 353 1 633 3633
Please find details of our Dealing Rates here |
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Premier Trading Service |
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Dolmens Premier Team of highly experienced brokers provide HNW clients short, medium and long term strategies depending on the client requirements |
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Premier Trading desk offers a full range of investment instruments |
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Enables clients ( dependent on experience and needs) the ability to take long, short and leveraged positions in the stock market using various investment tools
- E.g. Shares, Bonds, Futures, Option, Warrants, CFD’s ( Contract for Difference)
For further information or to contact a member of our team
call + 353 1 633 3633
Please find details of our Dealing Rates here |
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Investment Bonds |
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Research and identify the best opportunities available in the marketplace at any given time |
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Design customised products for high net woth individuals / corporations including capital protected equity investments
For futher information please call +353 1 6333800 |
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Pensions |
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All aspects of pensions, retirement planning and insurance |
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As an investment firm and independent broker we can offer bespoke self-directed funding options.
Pensions include:
- Owner/ Director’s
- Self-employed
- Occupational
- AVC
At retirement we can offer: Self Directed or standard ARFs and ARMFs
For futher information please call Gerardine Jones at +353 1 6333800 |
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Probate Service |
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Dolmen Stockbrokers offers a fast, efficient, friendly and experienced Probate Service to solicitor practices and family estates. The Advantages of this service are that it provides a comprehensive and hassle free package that will save time, generate income and ensure clear and accurate valuations for your client. |
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Our services include: |
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• Portfolio verification
• Probate valuations
• Registration of the death on certified stock
• Replacing mislaid certificates
• Reclaiming lost dividends
• Distribution of stock to various beneficiaries
• Disposal of stock holdings
• Investment advice |
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For further information please contact:
Dolmen Stockbrokers Probate Service,
75 St. Stephen's Green Dublin 2
Tel: +353 1 6333800
Email: probate@dsl.ie |
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Credit Union Independent Advisory Services |
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In this time of change and uncertainty, it is prudent for Credit Unions to have independent advice to assist
your investment committees and board members in managing your investment portfolio, in an effective
and vigilant manner.
Dolmen Wealth Management has been offering independent advice to
Credit Unions since 2000 and has exceeded target benchmarks.
Our market knowledge and our independence has been key to this success.
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For further information please click here |
| Minimum Investment: |
€5,000 |
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| Initial Commission Charge: |
3% |
| Annual Management Fee: |
0.75% |
| Website: |
www.greeneffects.ie |
Dublin:
75 St. Stephen's Green Dublin 2
Cork:
45 South Mall, Cork
Limerick:
Theatre Court, Lower Mallow Street, Limerick
 Dealing Line:
+353 1 6333633
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