Why our clients trust us and invest with Alitis.
We base our success on trust and our strong relationships. We work to earn your trust and provide you with a retirement plan that is based on our experience and expertise.
Becoming a client of Alitis means:
Solid Historical Performance
Competitive and simple fee structure.
Consistent better-than-market returns.
Excellent client service and communication.
Clear and disciplined approach to portfolio management.
Steady and stable growth.
What you can expect from Alitis
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.
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.
Value Based Fees
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.
Our Portfolios
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
| Alitis Strategic Income Pool | Alitis Income and Growth Pool | Alitis Growth Pool | Alitis Private Mortgage Fund | Alitis Private Real Estate Limited Partnership | Alitis Private REIT |
|---|---|---|---|---|---|
| 5.27% | 6.06% | 6.14% | 7.93% | 9.03% | 11.20% |
| Since 2009 | Since 2009 | Since 2009 | Since 2014 | Since 2017 | Since 2016 |
Alitis portfolio managers can help build a retirement strategy just for you.
Our team of experienced advisers and portfolio managers will
- Review your investments and goals with you.
- Work with you to update your goals.
- Assess whether your current investment strategy aligns with your new goals.
- Explore solutions utilizing a combination of traditional and alternative investments that have the potential to help you achieve your retirement goals.
