We’ll help your investments stay on track
At Clearwater Portfolio Management, we know that finding the right place to invest your money is essential. That’s why we carefully manage our investment portfolios, keeping a close eye on risk – so you get the best possible return.
Our portfolios have grown out of decades of experience as financial advisors. Talking with clients every day has helped us understand that when it comes to investing, what’s important is that your money is managed by a team you can trust.
We’re experts at creating successful investment portfolios that combine the talents of some of the world’s leading fund managers. We also work closely with global investment specialists, one of Australia’s leading investment research houses, and our in-house economist, who has years of experience on Wall Street and the City of London.
Your Investment Options
Clearwater Dynamic Fund
Designed to maximise returns, you’ll need to feel comfortable with a higher level of risk than you would with our diversified portfolio. The fund takes advantage of opportunities generally unavailable to individual investors. Good news for you, because it will help you move faster towards your financial goals.
Clearwater Diversified Fund
True to its name, this portfolio is well diversified across around fifteen different investments. These investments are then diversified even further, providing good protection from the ups and downs of the market. This is a lower risk fund that delivers steady returns for your peace of mind.
Give your money room to grow.
You may have a lump sum to invest, or perhaps you’d like to start putting a little away every month. Either way, we can help. You can start investing in our portfolio with just $1,000 and a minimum amount of $100 each month. No matter which fund you choose, the sooner you start investing, the better your returns.
What about risk?
There’s no such thing as risk-free investing, so there will be times when your return won’t be as good as you’d hoped. However, it’s important to weigh up any feelings of uncertainty because you’re also taking a risk if you don’t plan ahead.
Before you invest in our portfolio, you need to be clear about the level of risk you’re comfortable with, so that you can decide which fund is best for you. From experience, we know that most investors prefer a smoother ride, and our Diversified Portfolio is designed to provide just that. Nevertheless, if you need help working out what’s right for you, have a chat with your financial advisor – they’ll be able to help.
5 Steps To Investment Success
1. Diversification
2. Return and risk are connected
3. Compound returns
4. Stick to your plan
Making a plan and sticking to it is the best way to reach your financial goals.
5. Keep an eye on costs
We’re 100% transparent about our costs, and we’ll keep them as low as we can, so you get a higher return.