Ethics
“We earn respect and trust by acting in the best interest of our clients. We do what is right for our clients, our profession, our firm and each other.”
Definition
Alitis [Ah-LEE-tis] {latin}: to grow, nourish, take care of financially
Our Vision
To enrich the lives of investors by providing access to financial opportunities that are typically reserved for the ultra-wealthy.
Our Mission
To deliver intelligently built alternative and private investment funds that reduce volatility, stabilize returns, and provide real value to clients. We achieve this through innovative investment management while earning the trust of our clients, industry, and communities.
Our Story
Alitis Asset Management is a division of Alitis Investment Counsel Inc. (“Alitis”)
Established in 2009, Alitis is a portfolio manager and investment fund manager with a proven track record. We successfully manage seven investment funds. Our funds receive the benefit of a specialized investment management team and a dedicated Investment Committee.
Our investment team performs rigorous due diligence in seeking and approving new investment opportunities. The process begins with setting a strategic asset mix for each fund using pre-approved asset categories and securities. We continually monitor each asset class and underlying security to tactically reduce risk and seek opportunities to incrementally increase returns, all within reasonable constraints.
Alitis uses data, analytics and research to build specialized funds that are used by advisers to create superior portfolios for our clients. We remain vigilant at every stage of the investment management process confirming our commitment to risk management.