Separately Managed Accounts

For clients who prefer the option of holding individual securities, 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 individual could achieve on one’s own.