Alitis Investment Counsel

Portfolios

The Alitis approach to investment management is more advanced than traditional approaches used in Canada. Most retail investment firms build client portfolios with an extremely narrow group of asset classes – namely stocks, bonds, and cash.

At Alitis, we have build highly sophisticated portfolios, similar to the leading pension plans and endowments and expanded the range of asset classes we draw from to include private commercial real estate, private infrastructure, commercial mortgages, conservative residential mortgages, gold and a number of absolute return investments. Although our portfolios will still hold stocks and bonds, this expanded range of investments has been shown to potentially reduce portfolio risk and increase the probability of consistent returns in each client portfolio.

Many of these investments do not trade on public markets, so they are not subject to some of the volatility which often accompanies publicly-traded investments. As a result, inclusion of these additional asset classes may significantly reduce portfolio volatility.

If you are looking for an exceptionally well-designed portfolio that is built similar to the world’s best performing Pension Funds and multi-billion dollar Endowment Funds, then Alitis Investment Counsel is definitely a good fit for your Cash Accounts, RRSPs, RRIFs, TFSAs or Corporate Investment Portfolio.

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:

1. Additional Asset Classes – our research shows that, in many cases, the best-performing pension funds, multi-billion 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–see Portfolio Options below.

2. 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.

3. 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.

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Alitis Portfolio Options

Alitis Investment Counsel Inc. offers two similar, but distinct, investment offerings:

1) Alitis Pools

Structured as investment fund trusts, these Pools will be our premium, and most recommended, investment alternative for families and corporations. This is where investors will find our broadest selection of additional asset classes including commercial real estate, infrastructure, commercial and conservative residential mortgages, absolute return investments and hand-picked public equity and fixed income securities.

With BNY Trust Company of Canada (a division of The Bank of New York Mellon, the world’s largest trustee of financial assets, totaling over $20 Trillion US) as our Trustee and KPMG as our Pool auditors these lower-cost Pools will offer safety, transparency and weekly liquidity.

Fee Options – for Alitis Pools

The Alitis Pools are offered with either an embedded fee (Class E) or a direct-billed fee (Class D). The embedded fee option is typically used for registered plans where fees are not tax-deductible, while the direct-billed option is often best for clients who want the tax-deductibility of the fee in their personal Cash Accounts or corporate Cash Accounts.

2) Separately-Managed Accounts (SMAs)

For clients who prefer the option of holding individual securities, have a minimum of $500,000 per account, are prepared to give up some liquidity and pay a marginally higher investment counselling fee, this option may be right for you.

Due to the high minimum investment in some asset classes, an SMA may not be able to fully replicate the comprehensive, optimized structure of the Alitis Pools. Despite this, an Alitis SMA will be a significantly more diversified portfolio than a traditional stock/bond/cash portfolio at a large retail brokerage or traditional portfolio management firm.

Investment Counselling Fees

At Alitis, we understand that fees must be as low as possible in order to enhance your investment returns. By aggregating the purchasing power of our clients’ assets, we have been able to negotiate asset management fees that are significantly lower than an individuals could achieve on ones own.

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