Company Summary
Alitis Investment Counsel is a team of leading edge portfolio managers who understand the importance of reducing volatility (portfolio risk) and delivering positive returns for you and your family.
Improved investment performance requires improved strategies towards wealth management. At Alitis, we understand this and have developed innovative, secure and higher performing investment portfolios for our valued clients.
A growing number of Canadian investors are becoming increasingly concerned with the excessive volatility and lack of returns from their investment portfolio. The traditional assets held in mutual funds and most fee-based brokerage accounts are not up to date with today’s astute investor. The repeated oscillations in the global markets have proven the need to diversify our investments in ways that allow for the successful weathering of financial storms.
Alitis Investment Counsel is a team of leading edge portfolio managers who understand the importance of reducing volatility (portfolio risk) and delivering positive returns for you and your family.
Source: Alitis Investment Counsel Inc
Unique Value Proposition
Alitis Investment Counsel Inc. is a unique and leading edge discretionary investment management firm that brings investors three essential advantages that the majority of retail Canadian investors have not had widespread access to:
Additional Asset Classes – our research shows that, in many cases, the best-performing pension funds, multi-million dollar endowment funds and ultra high net worth families have earned higher investment returns than many retail investors. Holding basic fee-based portfolios or mutual funds which use traditional (and in our opinion inadequate) asset classes which include primarily stocks, bonds and cash is an out-dated model.
Unfortunately, the majority of Canadian investors do not qualify for many of these additional asset classes because they do not meet the criteria to be considered an Accredited Investor. (British Columbia / Alberta / Ontario).
Alitis Investment Counsel offers clients two alternative ways to gain access to this broader range of investment choices–our Portfolio Options at: http://www.alitisinvestmentcounsel.com/portfolios.
Lower Fees – by harnessing the collective purchasing power of all of our clients assets we are able to negotiate lower, institutional pricing on many third party-managed asset categories.
Responsive Investment Management – as discretionary managers we have the ability to immediately respond to identified market risks, seize buying opportunities and re-balance your portfolio on a daily basis. Our proprietary analytical software, in conjunction with our portfolio management software, is the engine of our daily investment management process.
With three qualified Portfolio Managers, and a highly-skilled support team you can focus on enjoying your life with the confidence that your money is managed according to your specific requirements.
Source : Alitis Investment Counsel Inc
AUM ($Bil)
0.2
Year Founded
2009
Key Personnel
Cecil Baldry-White, President and CEO
Kevin Kirkwood, Chief Investment Officer and Chief Compliance Officer
Nicole Ketterer, CPA, CGA, Chief Financial Officer
Address
909 Island Hwy S,
Campbell River,
British Columbia
V9W 2C2