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 right for you.
Clime has provided superior returns for clients in both good and bad economic climates over the years, by applying a consistent and disciplined multi-asset class process. The portfolio design can be tailored to your specific risk and return requirements.
Our primary investment vehicle is the Discrete Share Portfolio (DSP) service, which utilises an absolute return, value-investing methodology. DSPs can be customised to maximise your investment returns over the long term. 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 and Income 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 three categories of Discrete Share Portfolios designed to grow your wealth: growth, income and international. The ratio selected in each category can be decided by you, or you can leave that decision to us, with a specific risk / growth / income target in mind.