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A bit about me

(in 100 words or less)

Michael O'Connor CFA

  • After finishing my Economics and Finance degree, I started my career at a hedge fund trading desk in Ireland.
  • 3 years later, I moved into a large institutional investment firm, developing portfolio strategies and creating investment plans for various pension funds and insurance companies.
  • 3 years later, I moved to the Cayman Islands, working with a family office as an investment strategist for the family and other high-net-worth individuals. 4 years later, I’m still here.
  • Throw in a couple of thousand hours of research, too many exams and a debilitating obsession with everything investing and that just about covers it.
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My Mission

Help investors create profitable investment portfolios while keeping costs as low as possible.

How we invest has changed. You don’t need to give your savings to financial institutions. You don’t need to pay brokers annual fees to sit on your money.

What you need is support and advice from market experts so you can invest your money directly. That’s where I come in.

No hidden fees, no flogging investment products – Just independent investment advice whenever you need it.

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  • How to create your own investment portfolio
  • What broker to use
  • How to set up your account
  • What ETF’s to invest in
  • Examples of how to value a company
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