Providing our investors access to financial opportunities that are typically reserved for the ultra-wealthy.
Alitis best serves clients who typically have a minimum of $500,000 in investable household assets, are affluent families, or individuals nearing retirement. Alitis also focuses on business owners and professionals who are building their wealth and require the expertise to help them achieve their dreams.
About Us
In the midst of the 2008 financial crisis, it became evident that there was a need for a new investment strategy that would help investors survive future market fluctuations. Thus why Alitis was created.
The Alitis Advantage
Our team is our strength. We are dedicated to delivering innovative investment solutions, thought-provoking financial advice, and exceptional service.
Alitis portfolio managers can help build an investment strategy just for you
Our team of experienced advisors and portfolio managers will:
- Review your investments and goals with you.
- Work with you to update your goals.
- Assess whether your current investment strategy aligns with your new goals.
- Explore solutions utilizing a combination of traditional and alternative investments that have the potential to help you achieve your investment goals.
Are you an advisor?
Alitis provides pieces to puzzles, empowering investment advisors and financial advisors alike to provide solutions to best service the needs of their clients. Learn more about the Alitis Private Mortgage Fund and the Alitis Private REIT.
