products.php

Individually Managed Accounts

Clime Discrete Share Portfolio

If you’re a high net worth individual or institutional investor who has decided they’d like to let a trusted company handle your investments, one of Clime’s Individually Managed Accounts (IMAs) may be right for you.

Applying a consistent, disciplined investment approach, Clime has provided superior returns for our clients in both good and bad economic climates over the years.

Clime offers two types of Individually Managed Accounts designed to grow your wealth.

Our Discrete Share Portfolio (DSP) utilises our proven Value Investing methodology to maximise your investments in the mid to long term, and our success is based on a rigorous investment process based on constant research.  Clime does the investing for you, while you have 24/7 access to your portfolio, and as little or as much input into investment decisions as you like.

Clime is committed to complete transparency in our Australian equity investment solutions. With proven, professional portfolio management, risk management, and stock market research, you can feel confident that your money is in expert hands.

>> Find out about our Discrete Share Portfolio – Growth

>> Find out about our Discrete Share Portfolio – Income

Contact us today, or download our Discrete Share Porfolio Brochure to find out how Clime can use its expertise value investing methodology to increase your investments >>

Download our Financial Services Guide (FSG) >>

sidebar-products.php

Free Weekly Investing Reports

sidebar-home.php