Our team of experienced managers follow a disciplined, four-step process to achieve our investment philosophy.
1. Set the strategic asset allocation
Simply adding more uncorrelated asset classes is the easiest way to reduce risk.
2. Make tactical shifts in the asset allocation
Tactical shifts amongst the asset classes allows for the capture of higher potential returns while enabling risk to be controlled further.
3. Select appropriate investments
Using suitable investments helps ensure that the asset allocation strategy is executed effectively.
4. Rebalance the portfolio regularly
Rebalancing regularly to the latest allocation is a simple and effective way to control risk.
Beyond 60/40
At Alitis, we do not rely solely on stocks and bonds when constructing portfolios but rather include a meaningful allocation of alternative investments.
Why include Alternative Investments in a portfolio?
Competitive Risk-Adjusted Returns
Flexibility
Customization
Diversification
Low Correlation
Downside Protection
Our Portfolios
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.
Building on a successful track record.
D Class Units, as of February 28, 2021 (Annualized)
- Alitis Strategic Income Pool
- 2.57%
- 1 Year
- 4.91%
- 2 Years
- 5.16%
- Since Inception (2009)
- Alitis Income and Growth Pool
- 8.96%
- 1 Year
- 8.89%
- 2 Years
- 6.49%
- Since Inception (2009)
- Alitis Growth
Pool - 9.03%
- 1 Year
- 6.37%
- 2 Years
- 6.55%
- Since Inception (2009)
- Alitis Private Mortgage Fund
- 7.67%
- 1 Year
- 7.92%
- 2 Years
- 8.17%
- Since Inception (2014)
- Alitis Private
REIT - 15.81%
- 1 Year
- 12.56%
- 2 Years
- 12.51%
- Since Inception (2016)
- Alitis Private Real Estate LP
- 16.21%
- 1 Year
- 12.53%
- 2 Years
- 11.04%
- Since Inception (2017)
About Alitis
Our vision is to enrich the lives of investors by providing access to financial opportunities that are typically reserved for the ultra-wealthy. We accomplish this by striving to deliver intelligently built, easily recommended alternative and private investment solutions. We build specialized Alitis solutions to help significantly reduce volatility and stabilize returns when added to traditional stocks and bonds in client portfolios.
If you’d like to learn about how Alitis portfolios may help you achieve your investment goals, get in touch with us today.
What it means to be a Portfolio Manager
We hold ourselves to a higher standard.
Professional Qualifications
We are required to have the highest level of education and experience in the investment industry.
Personalized Management of Your Portfolio
We provide ongoing management of your investments based on your current and changing needs and objectives.
Individual Investment Policy Statement
We work with you to create an individual written agreement to lay out your investment portfolio and our relationship.
What you can expect from Alitis
We earn the trust of our clients through acting in their best interest. We foster strong relationships with our clients that often span several generations.
- Gain access to financial expertise and full-time investment professionals
- Receive a customized approach to wealth management that is not available at the mass-market level
- Transparency- more personalized reporting and communication
- Lower fees as we are not paid by commission based on account transactions but rather, we earn fees based on the value of assets managed.
