Individually Managed Portfolios / Accounts (IMA)
Eligible wholesale investors (ie individuals, trusts or organisations investing more than $5m) can have their portfolio customised and tailored to their own needs by the Infinitas team.
Infinitas offers individually managed portfolios of:
- Australian and International Shares
- Income-Focused Investments
- Socially Responsible Portfolios
- Cash and Term Deposits
- Agricultural assets & land
- Direct Real Estate
For investors with between $1m and $5m to invest, we offer separately managed accounts (SMA).