Investments

have an impact!

Klimatrix is an investment management company with inclination towards medical technology.

Klimatrix has provided meaningful results to individuals, trusts, and organizations through investment and planning solutions.

Our life-centered approach provides our clients with a roadmap to living their best life possible. The Klimatrix family is a team of highly credentialed professionals who are dedicated to providing our clients investment and planning solutions. Each member of Klimatrix has their own unique story about why they do what they do.

There is a significant demand for medical solutions including devices and platforms to make access and delivery to the patients more user-friendly, streamlined and efficient. The disruption of technology has provided an enormous opportunity to increase efficiency, precision and the quality of patient care.

Making a difference

We address the critical funding gap in early to mid-stage med-tech, providing capital solutions to innovation and the development of high performance and efficient medical technology delivering quality patient care for generations to come.

We focus on game-changing medical innovations and use our global network to assess the significant healthcare gaps. These areas are our main targets in which we encourage investments and as a company invest ourselves:

Neuroprosthetics

Hope for the paralyzed

Implant Devices

Real-life cyborgs

Artificial Food

Against food shortages

Working closely in coordination with your other key advisors, our team of specialists can assist you in the following key areas:

Investment Management

Credentialed professionals with in-depth industry experience created and oversee the Klimatrix Investment Committee.

Financial Planning

Personal and professional challenges may require risk management, tax strategies, lending options and other financial planning answers.

Estate Planning

Wealth needs to be eventually transitioned according to an individual’s goals and objectives.

Charitable Planning

We can introduce you to solutions to establish a tax-efficient legacy of giving through foundations, trusts, funds, and gift annuities.

Recommendations

We’re honored to be recognized by our clients

“Since investing with Klimatrix, we have worked together to get a clear understandable plan for our future which gives us confidence and security knowing what kind of lifestyle we can lead. In addition, we have seen gains in our portfolio in a short space of time which is a reassuring indicator. Our meetings are consultative and personal with all decisions made after full discussion and clear explanation.”
Mr. P.Client since 2012.

“Klimatrix team have made an effort to get to know us and so the service we receive feels very personal. They have helped us to focus on what we want out of life and are helping us realise our plans. The peace of mind we have from knowing our finances are being so well managed is priceless.”
Mrs. F.Client since 2014.

“Like many people, I spend the majority of my time planning for my business, but pay little or no attention to my own finances. Klimatrix has developed a personal plan for me that allows me to take much greater control of my financial affairs, and plan for the future. Everything now makes much more sense.”
Mr. J.Client since 2018.

Investment opportunities

If you want to know more about how we can help, get in touch now to talk to one of our investment management professionals.