Clearwater Portfolio Management is a boutique investment company based in Sydney.
We created our investment portfolios as a direct response to the Global Financial Crisis. Back then, many portfolios were hit with significant losses, which had a devastating affect on investors. While many portfolios rebounded, we learned that we needed to do more to support our investors.
Our industry has always relied on the throwaway line, "it'll be ok in the long term". But this approach doesn't help if you're already depending heavily on your investments to live day-to-day. Or if you find "long term" just a little too long to bear both emotionally and financially.
Our investment approach in our Diversified Portfolio is all about limiting losses. It's a strategy that our CEO, Gary Lucas, began investigating back in 2012. And it's designed to allow a fund's capital to grow and compound from the market recovery that always follows a downturn.
Our portfolios
We established the DMG Diversified Portfolio in mid-2013. Our aim was twofold. To deliver strong, steady returns together with a high degree of protection. Our target was the cash rate plus 4% after all fees, and since we began, our return has been sitting at around 6%.
In 2019, as a response to many of our investors looking for higher returns, we created the Clearwater Dynamic Portfolio. Because this fund pursues higher, long-term returns, there is an increased risk of volatility in the short term.
Our approach
Our mission is to help you build your wealth, reach your financial goals and secure your financial future. That's why we take such pride in making sure our portfolio is always in a position to grow.
Our promise
We will always take advice from the best in the business, and we promise to:
Create truly diversified portfolios to help protect you
Avoid any conflict of interest and pass on all benefits to the portfolio and investors
Maintain expert investment committees to oversee each portfolio
Include financial planners on each investment committee to ensure we continue to meet the needs of investors.
Reduce the cost of the portfolio
Appoint world-class fund investment managers to advise and work with us
Change managers at short notice if it will benefit your investment.
Engage research consultants and portfolio managers to assess our investments every day and provide us with high level, ongoing advice about the financial markets
Introduce other high-quality resources that will make a valuable contribution to the portfolio
Include investments that you may not normally be able to access.
Produce strong investment returns that will compound your wealth.
What Sets Us Apart
Our focus is on you
Our portfolios are created for you by highly accomplished financial planners and investment specialists who have decades of experience working closely with clients and investors in good markets and bad.
Investing with integrity
Always acting in your best interests makes running our portfolios easy. With no obligation to anyone else, we'll quickly make changes if we believe it will improve your investment.
Proactive risk management
We appoint specialists to analyse the market, assess risk, and make sound decisions that will grow the portfolios.
Protecting your capital
We look after your precious investment capital in line with the aims of our portfolio. That may mean limiting losses when there’s a drop in the market or exposing you to an element of risk to achieve strong returns.
Clearwater Portfolio Management
