Each individually managed account is established at a different time, with a different amount of cash and profile of cash flows; by transferring an existing share portfolio; or a combination of both. As a result, each portfolio is different – with performance of your portfolio tailored to you.
To help with reporting in a general sense, Clime track long term performance of representative IMA portfolios and we would be happy to discuss these figures with you in person via one of our Private Wealth Advisers.
At Clime we offer sophisticated portfolio reporting, which all IMA clients are able to access 24 hrs a day, via our online portal. This allows you to always stay in touch with your portfolio wherever you may be.