Today, Alitis Investment Counsel manages over $340 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
Competitive Risk-Adjusted Returns
Increased diversification dampens portfolio swings and tends to provide solid, more consistent returns year after year.
Lower Risk
Alitis portfolios are constructed to demonstrate less volatility over the long term than similar stock/bond and mutual fund benchmarks.
Active Management
Alitis monitors the portfolios daily and will make adjustments to take advantage of short term opportunities or to avoid sudden risks.
Disciplined Portfolio Re-Balancing
It is essential to re-balance investments within your portfolio as they move up and down, in order to control risk and buy good investments on short term dips.
Tiered Management Fees
Alitis only charges a flat management fee each month and a performance fee if we exceed certain rates of returns. For families with over $1 million of assets with Alitis, the monthly management fees progressively tier down.
Client Reporting
You will receive high quality, personalized, monthly electronic statements showing your transaction history, portfolio holdings and your personal rate of return.
Investment Process
Alitis constructs portfolios using a multi-manager approach that allows us to select the best of breed management teams and investment solutions available in order to create extremely-diversified portfolios with excellent risk-return profiles.
Investor Protection
All monies and client assets are placed through and held at our custodian, Credential Qtrade Securities, who like all investment dealers in Canada, is a member of the Canadian Investor Protection Fund (CIPF).
Our Team
With over 100 years of collective industry experience, our team of professionals are dedicated to delivering innovative solutions, thought-provoking advice and exceptional service.
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.
E Class Units as of May 31, 2021 (Annualized)
- Alitis Strategic Income Pool
- 3.40%
- 1 Year
- 3.85%
- Since Inception (2009)
- Alitis Income and Growth Pool
- 17.06%
- 1 Year
- 5.54%
- Since Inception (2009)
- Alitis Growth
Pool - 18.13%
- 1 Year
- 5.90%
- Since Inception (2009)
- Alitis Private Mortgage Fund
- 9.68%
- 1 Year
- 7.10%
- Since Inception (2014)
- Alitis Private
REIT - 20.07%
- 1 Year
- 11.65%
- Since Inception (2016)
- Alitis Private Real Estate LP
- 18.66%
- 1 Year
- 10.12%
- Since Inception (2017)
We offer all types of plans and accounts:
- Cash
- TFSA
- RRSP
- RESP
- RIF
- LIF
- Corporate
- Trust
- Locked-In RRSP/LIRA
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.
