Why Work with a Financial Advisor?

Do you ask yourself these questions?

  • Am I saving enough for retirement?
  • How do I grow my wealth in uncertain markets?
  • Is my portfolio diversified and aligned with my goals?
  • The markets are fluctuating wildly. Should I make a significant adjustment?

At Alitis Investment Counsel, our financial advisors and investment planners specialize in providing personalized, proactive financial products that are personalized to your retirement goals. Additionally, all of our advisors are registered as Portfolio Managers and have a fiduciary duty to act with care, honesty, and good faith, always in the best interest of our clients. Investment decisions must be independent, free of bias, and what’s right for you.

Key Benefits:

  • Professional Qualifications

    As fiduciaries, securities regulations (our regulatory bosses) require the highest level of education and experience in the investment industry in order to provide you with expert advice and financial guidance.

  • Fee Transparency - It’s not commission!

    We charge a percentage of the investments we manage. Fees are fully transparent on client statements and typically go down as a percentage of
    your portfolio as your assets grow. Fees are not paid by commission based on volume of buying or selling investments and are significantly lower than typical mutual
    fund fees.

  • Discretionary Management

    As discretionary portfolio managers, we are able to make investment decisions without getting prior approval from you for each transaction. This allows us to quickly adapt your portfolio to market changes or emerging opportunities, ensuring timely and efficient decision-making.

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  • Investment Management

    Investment decisions are guided by Alitis’ detailed policies and procedures and are implemented by our highly experienced Investment Committee with the goal of
    providing solid returns with less risk. From selecting the right mix of stocks, bonds, and alternative investments to actively managing your portfolio, our financial advisors ensure your investments are optimized for growth while aligned with your risk profile.

  • Goal-Oriented Financial Planning

    Whether you’re looking to buy your dream home, save for a wedding, or transition to retirement, our financial advisors will provide tailored strategies to help you achieve your milestones without compromising your overall financial health.

  • Proactive Communication

    We pride ourselves on being accessible and proactive. You’ll receive regular updates, detailed performance reviews, and clear insights to ensure you’re always informed and in control of your financial future.

  • Collaboration with Your Team

    We will work seamlessly with your team of professionals, such as your accountant or lawyer, to ensure every part of your financial life is coordinated and optimized.

  • Confidence and Peace of Mind

    Ultimately, our goal is to empower you with the knowledge, tools, and strategies you need to make confident financial decisions—so you can focus on living your life to the fullest.

Let’s Discuss Your Portfolio

Frequently Asked Questions

We work with you to develop a written agreement (usually known as an Investment Policy Statement or IPS) that takes into account your specific needs and sets out how we will work together, including ongoing communication, types of investments, reporting, fees and risk. Your IPS is the basis upon which we select the appropriate mix of investments and makes discretionary adjustments to your portfolio. We will want to meet at least annually to ensure your IPS is up to date and reflects your needs.

We specialize in working with high-net-worth individuals, families, and business owners seeking a more customized approach to wealth management and who want a closer relationship with their investment advisor.

We prioritize diversification, careful asset allocation, and alternative investment options to reduce exposure to unnecessary risk. Regular portfolio reviews help us adjust to market changes and ensure your investments stay aligned with your risk profile.

We offer basic retirement planning services that are relevant to our investment management process, as a courtesy to our clients. This can include determining retirement income goals, identifying income sources, wealth planning, implementing a savings program and managing assets and expenses while minimizing risk.

If you are seeking in-depth investment planning with comprehensive written Financial Plans, we offer custom-tailored planning through our related company, Alitis Wealth Planning Inc.

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