“I am a High Net Worth Investor”
We offer high net worth investors a variety of investment products and services:
Agilith North American Diversified Fund Available to accredited investors, this award-winning pooled fund provides long and short exposure to North American Equities. With a focus on identifying superior business models and long term secular trends, we have constructed a high conviction portfolio with the goal of maximizing long term risk-adjusted returns for our clients.
Agilith Long Only Trust This pooled fund is eligible for registered accounts such as RRSPs, RRIFs and RESPs. Using fundamental analysis the Trust holds a concentrated portfolio of investments in North American Equities that also comprise the long book of the award winning Agilith North American Diversified Fund. Historically, Agilith has managed the long portfolios through separately managed accounts that have generated outperformance relative to North American indices since the launch of the product in 2010.
Private Client Services We can help design optimal asset allocation, balanced between equities and fixed income to fit your unique risk tolerance and income needs. Managed by award winning institutional money managers, our private client service is both personalized and independent. With detailed monthly reporting and direct ongoing contact with Agilith’s portfolio managers, this service is available at highly competitive rates. We also offer more sophisticated tailored products such as off shore accounts (for clients that qualify as internationally domiciled). Please contact us directly to learn more about how we can help you invest for your future.