We are passionate about building meaningful relationships with clients, built upon trust and respect. We collaborate with our clients to provide a personalized strategy to help them reach their financial planning goals which includes preparing for retirement.
Becoming a client of Alitis means:
Solid Historical Performance
Consistent better-than-market returns
Clear and disciplined approach to portfolio management
As portfolio managers, our strength comes through building an understanding of your individual needs and goals.
We want to learn about you.
We’ll work with you and analyze your current portfolio
Our Advisers and Portfolio Managers will assess your investment and retirement goals
Together we’ll explore solutions to help you achieve your retirement goals
A plan for you, no matter where you are in preparing for retirement.
Whether you are: • looking forward to an early retirement, • exploring how you can achieve your retirement savings goals or • investigating how your retirement income matches your desired lifestyle, we can help develop realistic investment options for your unique needs.
As a firm, we are not paid through commissions on transactions. We earn our fees from the value of the assets we manage. As a result, our team has a deep desire to sustain and grow the wealth of our clients over the long-term and ensure costs remain low.
We work within a clear 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 March 31, 2021 – Since Inception (Annualized)
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