• Fiduciary Duty

At Alitis, we believe that managing money involves a relationship of trust and we pride ourselves by following the highest level of ethical and legal care possible. This duty helps avoid potential conflicts of interest, while maintaining complete transparency and accountability in all our decisions. Under securities regulations, Alitis owes a fiduciary duty to its clients to act with care, honesty and good faith, always in the best interest of our clients. This results in a higher level of trust placed on portfolio managers such that our investment decisions must be independent and free of bias. As well, each of the members of the Investment Committee hold the Chartered Financial Analyst designation which requires adherence to a high standard of conduct. To learn more, follow the link below:

CFA Institute Code of Ethics and Standards of Professional Conduct

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