Dalton Nicol Reid is a specialist, active portfolio manager of Managed Accounts (SMAs & IMAs). We were established in 2001, creating an independent, boutique service offering personal investment portfolios to sophisticated investors. Since then, by providing institutional and individual clients with superior performance and service, Dalton Nicol Reid has firmly established itself in the Funds Management and Managed Accounts markets.

As the largest independent Managed Accounts provider in the country, Dalton Nicol Reid’s objectives are to achieve excellence in performance, deliver transparent, efficient, independent and quality services, and build and protect the wealth of our clients.

There are two methods of accessing their investment expertise, either through the MAx offering of Separately Managed Accounts (SMA), or through Dalton Nicol Reid’s own administration service with a full service Individually Managed Account (IMA).  Dalton Nicol Reid works closely with Institutional and larger wholesale clients to fit within their specific administration requirements.

Why choose Dalton Nicol Reid?

At Dalton Nicol Reid, we take investing very seriously. Our objectives are to:

• Achieve excellence in performance
• Deliver transparent, efficient, independent, and personalised service
• Build and protect the wealth of our clients

Our portfolios have consistently returned superior performances. Our boutique size allows us to deliver outstanding service and our experienced investment team has been together for over five years. To sustain our competitive advantage, we have developed a robust and methodical investment process to drive our performance.

All investment decisions made by Dalton Nicol Reid are aligned to our clients’ interests. Independence remains at the cornerstone of the firm's philosophy - our clients deserve and receive independent unbiased (no commissions accepted) investment management.

DNR AFSL holds an Australian Financial Services Licence No. 301 658.