Clime’s Individually Managed Accounts
If you are a high net worth individual or “wholesale” investor and have decided to let a trusted company handle your investments, Clime’s Individually Managed Account (IMA) service may be appropriate for you to consider.
Clime has provided solid risk-adjusted results for our clients in both good and bad economic climates over the years, by applying a consistent value-based investment approach. The portfolio design can be tailored to your specific risk and return requirements.
This service utilises an absolute return investing methodology aligned to our client’s investment objectives. IMA’s can be customised to your investment needs with a focus on achieving consistent long term results. Our success is based on a rigorous investment process built upon high quality independent research. Clime does the investing on your behalf, while you have 24/7 access to your portfolio across asset classes.
Clime is committed to complete transparency in our Australian, International, Income and Property investment solutions. With proven, professional portfolio management, risk management, and stock market research, you can rest assured that your money is in expert hands.
Clime offers multiple portfolio options: Growth, Income, International and Property. The ratio selected in each category can be decided by you, or you can leave that decision to us, with your specific risk / growth / income target in mind.