INVEST

Individual Investors

Contact client services

To invest, contact Copia’s Client Services team. They will guide you on how to access our portfolios.
Email clientservices@copiapartners.com.au or call +61 3 9602 3199 between 8am to 5pm (AEST) Melbourne business days.

Contact your financial adviser

If you have a financial adviser, speak to them about investing in our portfolios through one of the investment platforms listed below.
Each platform has a different minimum initial investment amount and investment fees.
Your financial adviser can advise you on the portfolio(s) best suited to your needs.

Platform availability

AMP Personalised Portfolio Service
  • Ralton Concentrated Australian Equity (Australian Shares) portfolio
  • Ralton Dividend Builder (High Yield Australian Shares) portfolio
  • Ralton Australian Equity ex 50 (Smaller Companies) portfolio
Brightday
  • Ralton Australian Equity ex 50 (Smaller Companies) portfolio
  • Ralton Leaders portfolio
Federation Alliance
  • Ralton Concentrated Australian Equity (Australian Shares) portfolio
FirstWrap
  • Ralton Dividend Builder (High Yield Australian Shares) portfolio
  • Ralton Australian Equity ex 50 (Smaller Companies) portfolio
Hub24
  • Ralton Concentrated Australian Equity (Australian Shares) portfolio
  • Ralton Dividend Builder (High Yield Australian Shares) portfolio
  • Ralton Australian Equity ex 50 (Smaller Companies) portfolio
Linear
  • Ralton Concentrated Australian Equity (Australian Shares) portfolio
  • Ralton Dividend Builder (High Yield Australian Shares) portfolio
  • Ralton Australian Equity ex 50 (Smaller Companies) portfolio
  • Ralton Leaders portfolio
netwealth
  • Ralton Concentrated Australian Equity (Australian Shares) portfolio
  • Ralton Dividend Builder (High Yield Australian Shares) portfolio
  • Ralton Australian Equity ex 50 (Smaller Companies) portfolio
OneVue
  • Ralton Concentrated Australian Equity (Australian Shares) portfolio
  • Ralton Australian Equity ex 50 (Smaller Companies) portfolio
  • Ralton Leaders portfolio
Praemium
  • Ralton Concentrated Australian Equity (Australian Shares) portfolio
  • Ralton Dividend Builder (High Yield Australian Shares) portfolio
  • Ralton Australian Equity ex 50 (Smaller Companies) portfolio
  • Ralton Leaders portfolio

Contact us