We are objective based investors and seek to deliver strong risk-adjusted total returns.
Clime’s investment objectives are aligned with our clients investment objectives and are centred on helping everyday Australians achieve security in their retirement.
At Clime our investment goals are to;
– Grow your retirement savings,
– Guard your retirement savings along the way, and
– Generate meaningful retirement income
We don’t focus on;
– Peer group surveys,
– Traditional benchmarks,
– Short-term returns, or
– Tracking error
Because none of these things will help you achieve security in your retirement.
Clime’s investment approach
– Focusses on best ideas and selective opportunities
– Forgets traditional benchmarks and peer group surveys, and
– Manages total risk
We seek to deliver a smooth profile of returns over a five to seven year investment horizon and are cognisant of the old adage that “the best way to make money, is to not lose it in the first place”
Investment Management, Independent financial advisers, Financial and insurance services, Business Services, Financial management consultants and services, Services to businesses, Insurance and Employee Benefit Funds, Finance and Insurance
HQ Location
Level 13, 20 Hunter St
Sydney, NSW 2000, AU
Keywords
Australian EquitiesValue InvestingManaged accountsSMSFManaged fundsStock researchFinancial Planningand Super Administrationinsurance consultinginvestment consulting