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Discretionary Investment Management Service

If you’re looking for expert advice and personalised support to manage your portfolio on your behalf, our premium Discretionary Investment Management Service (DIMS) has been designed for you.

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Tailored Investment Strategies

We take the time to understand your unique circumstances to create a truly tailored investment strategy taking into account specific preferences such as your objectives and appetite for risk.

Our wealth of knowledge comes from our extensive resources and capabilities, including our team of expert personal advisers, and award-winning research team. Our expertise is highly regarded, but you can choose to have as much or as little involvement as you like during the process.

A photo of a chair tucked into a boardroom table.

Discretionary Investment Management Service (DIMS)

DIMS is a customised service that allows us to manage your portfolio on your behalf, giving you time to focus on other pursuits and commitments. We’ll build a partnership together, allowing us to fully appreciate your current circumstances, investment goals, and objectives.

With a shared understanding of your vision, you’ll be able to delegate investment decisions, relying on our extensive experience and the market-leading insights of our research team. We can manage your day-to-day administration and transactions, providing regular updates and reporting to keep you informed.

Who uses this service?

DIMS is perfect for those who want to put their investment journey in the hands of one of our expert advisers. We act on your behalf in managing your investment portfolio to your agreed investment plan and objectives. This can suit:

  • Investors and organisations with highly personal circumstances.
  • Those who want the option for regular drawings or lump sum payments.
  • Those preparing for retirement.
  • Those who have received a sum of money they want invested.
  • Those who have sold a significant asset like a farm, property or business.
  • Those looking for specialist support with for-purpose organisations.
  • Those looking for personalised investments managed by an experienced hand.
  • Those with $250,000 or more to invest.

You can read more detailed information in our Premium Services brochure.

Featured Background
“We have been clients of Craigs for over 14 years. We needed a company with expertise, and access to in-depth market coverage. Craigs made it easy; the customised service that is offered by our Adviser has worked well for us.”
Craigs Investment Partners clients

The key benefits of DIMS

Investment advisers

Our advisers partner with you to form a deep understanding of your financial situation. As a DIMS client, you can trust your adviser to act on your behalf, making crucial transactions and key decisions based on your unique needs.

Cash management

No matter what your investment portfolio looks like, you’ll always be able to access your on-call funds. On-call accounts may pay interest and offer tiered interest rates. When tiering occurs, the interest rate increases for higher balances You might choose to invest in other currencies, draw an income, or make a withdrawal for a special occasion with your own cash management account.

Award-winning research

Our industry-recognised research team provides thorough insights into local markets, reviews of the latest in global analysis and market trends, and comprehensive investment strategies. These are made available to you through daily and weekly market summaries.

Web, client portal, and app access

You’ll have access to the Craigs Client Portal, accessed via our website and the Craigs app. This puts control in your hands, helping you keep track of investments and stay in tune with market movements.

Portfolio management

We act on behalf of our DIMS clients, taking the stress out of investing by putting us in charge of your investment portfolio. Our experience and expertise combined with award-winning research and insights means that we can provide you with the advice and comprehensive administration and reporting you need for a sound investment journey.

Administration and reporting

We’ll take care of all your portfolio administration and monitor your portfolio against the goals and parameters you have set. You’ll be in the experienced hands of a trusted adviser, delivering personalised advice supported by award-winning research.

Included in this service

  • A customised service which takes into account your current circumstances, investment goals and objectives.
  • Access to sound research, expert recommendations, as well as financial and market expertise.
  • A customised and future-focused service that simplifies your affairs for estate-planning.
  • Regular reviews and oversight of your investment portfolio.
  • A customised service that simplifies the operation of your investment portfolio.
  • Access to professionals that take care of investment administration.
  • Access to qualified advisers to make investment decisions based on the investment parameters set by you.

Managed Portfolio Service (MPS)

If you’re wanting to be actively engaged in your portfolio and get the benefits of expert advice, access to award winning research and have the administration taken care of, our premium Managed Portfolio Service (MPS) may be right for you.

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DIMS FAQs & Documents

The simple answer is yes, you can access the money in your portfolio at any time – as regular drawings or in lump sums – you just need to talk to your adviser

One of the key reasons is to have the deep expertise and advice that comes with building a unique, bespoke investment portfolio but not wanting to have the complex administration and reporting requirements associated with it. With DIMS every aspect of your investment portfolio will be managed on your behalf by your expert adviser and the extensive team supporting them, in order to successfully deliver against the goals and objectives you have set.

Private Wealth Specialists Brochure
PDF / 5.6 MB
Premium Services Brochure
PDF / 1.9 MB

Why Craigs?

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Expert advice in your region

Our locally-based expert advisers are here to provide comprehensive investment advice and we’ll support your financial aspirations with detailed, research-based insights. With a network of 19 locations nationwide, our expertise is never far away to help you achieve your investment goals.

Global and domestic research at your fingertips

Our research team is one of the largest in New Zealand. They deliver the very latest in local and global market insights. This includes detailed information and expertise on sustainable investing to support more considered investment choices.

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Supporting Kiwi investing

We’ve been a proud kiwi business since we first opened our doors in 1984 and we’re 100% owned by current and former Craigs’ staff and directors. Today we are one of New Zealand’s leading investment advisory firms. During that time, we’ve assisted over 65,000 kiwis on their individual investment journey.

We're local to you. Find and adviser today

How can we support your investment journey? Find us in 19 locations nationwide for experienced and personalised wealth management advice.