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Definition
Alitis [Ah-LEE-tis] {latin}: to grow, nourish, take care of financially
The Beginning
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 in 2009. By offering access to alternative investments, such as private real estate, private equity and private mortgages, in a lower cost environment with improved liquidity, this would act as a safeguard in clients’ portfolios to help better navigate market volatility and deliver better risk-adjusted returns.
Today
Starting out with seven staff and three investment portfolios, Alitis has followed a disciplined data driven approach to investing resulting in a comprehensive approach to wealth management that includes portfolio management, risk management, tax and estate planning and more.
Today, the firm manages over $435 million in assets, with over 20 team members, seven investment portfolios and has three offices in British Columbia.
Giving Back
Alitis has always been a believer of giving back to the communities in which we serve. As a firm, we strive to be active members within our communities through both volunteer time and donations, to truly maximize the impact of our efforts.
We aim to develop and foster a culture of giving, within the firm and through our team members, by supporting a variety of charitable organizations. We continuously look for meaningful ways to give back.
For More Information About Alitis
Please read the Alitis Relationship Disclosure Document.