“I Have RRSP Funds to Invest”

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 for your portfolio, 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. Contact us to learn more about this service including investment minimums.

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