We have a professional investment team, with a proven ability for managing portfolios across the major asset classes that historically have outperformed the market.
The DNR Capital IMA offers financial advisers and their high-net-worth (wholesale investors) a transparent, flexible and tax-efficient private investment portfolio. Unlike managed funds, investing in an IMA allows financial advisers and their clients to have complete visibility around the investments that are held in their portfolio and what transactions impact on their portfolio.
What is an Individually Managed Account?
Individually Managed Accounts are investment portfolios managed to the particular objectives of each investor. Unlike managed funds, assets are beneficially owned by the investor and are not grouped with those of other investors. An IMA combines the benefits of professional money management, with the flexible control and tax advantages of owning an individual portfolio. In addition, investors have the flexibility to tailor their own portfolio, advising DNR Capital of stocks that they may, or may not, wish to hold in their portfolio.