Clime Investment Management

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Clime Investment Management
Categories:
Financial AdviceInvestment ManagementResearch ConsultantResponsible EntityPractice Management Consultant
  • Details
  • What We Do

Who We Are

Clime was created to help Australians understand, manage, and expand their wealth.

Listed on the ASX in 2001, our team of investment professionals have been helping more and more Australians invest confidently. We are an established company with a future focus.

We believe in investing in Australia’s future, to support small business owners, innovators, and founders.

Our investment management approach aims to help investors achieve two things: 1) to grow wealth and income faster than inflation in the long term and 2) to manage short-term capital instability caused by investment markets.

We believe in:

- Rigorous Research

- Proven Process & People

- Alignment with objectives and risk profiles

- Beneficial ownership & Transparency

- Efficient implementation & Rebalancing

- Ability to respond to market changes.

People and process are key to producing portfolios and performance. Clime utilises both qualitative and quantitative evaluation techniques and systematic investment process to help identify opportunities and risks.

Significant value has been added to portfolio returns over the years.

IMAP Managd Accounts Awards 2023 Finalist Australian Equities

IMAP Managed Account Awards 2023 Finalist in Australian Equities Category

We partner with industry leading licensees and advisors to deliver managed account solutions via IMAs and SMAs across multi-asset class, multi-sector, and single-sector Australian manged portfolios.

Contact us

Email

 

Phone
0414 443 236