The Macquarie Integrated Managed Account (IMA) is a managed money platform that provides a complete spectrum of investment choice, superior manager access, and the disciplined allocation process you need to meet your investment goals. It combines modern portfolio theory, sophisticated portfolio construction tools, comprehensive manager analysis, and a thorough understanding and evaluation of your unique circumstances.
The platform is designed to provide you with consistent returns in a portfolio composition that honours your risk tolerance and weathers all market conditions. It widens your investment choices even further by granting access to investment options and managers normally reserved for institutional investors. In consultation with me, you can choose to have a portfolio of investments hand-picked by some of the world’s leading investment talent.
IMA lets us combine stocks with any kind of investment we choose. The platform truly allows me to place your interests first. Unaffected by platform bias and unrestricted by product type, I have the flexibility and unlimited access to serve your unique needs without following a preordained list of options.