Increased diversification dampens portfolio swings and tends to provide solid, more consistent returns year after year.
Alitis offers discretionary portfolio management using traditional and alternative asset classes with offices in Comox, Campbell River and Victoria.
Today, Alitis Investment Counsel manages over $400 million of private client assets, which includes a sizeable allocation to alternative investments. We are pleased to be able to offer such unique investment solutions that provides access to an asset class that is typically only available to high net worth or institutional investors.
Benefits of working with Alitis
We work within a clean and diligent investment approach in delivering our diverse offering of portfolios. Each Alitis fund has a well-defined mandate and fits within the overall offering with targets for risk and return. This ensures that we can provide you with a complete and individually tailored managed account.
What it means to be a Portfolio Manager
Emily Hofmann, CIM®, CFP®
Shawn Fetter, CIM®, CFP®, CLU®
Associate Portfolio Manager