CIE (Galway) Credit Union Limited under legislation requires the services of an Investment Advisor. After extensive research and due the nature of the credit union business we were delighted to secure the services of Brian Duffy of Tri Everest Wealth Management. Brian Duffy, we (CIE Galway Credit Union) feel has a great knowledge within the investment field and particularly in the credit union business and the relevant legislation. Reports are presented timely and comprehensively to the credit union, allowing us to make an informed decision on our investment portfolio and in accordance with our Investment Policy. CIE (Galway) Credit Union Limited are happy to state that Brian has met all our expectations as an Investment Advisor.
“St Ailbe’s Credit Union a financial co-operative that organises its business according to the co-operative principles required the professional assistance to manage its investment portfolio. Due to the unique nature of the credit union business we looked for certain attributes in an investment advisor and found them in Tri Everest Wealth Management and Brian Duffy. Examples of such attributes include but are not limited to the following: In-depth knowledge of the credit union business and relevant legislation, Adherence to the credit union’s investment policy, Ensuring all recommended investments comply with legislation, Provide unbiased and impartial investment advice, Presentation of information to be timely, understandable and relevant. Brian has met all our expectations as an investment advisor.