Campbell River investment firm celebrates client retention rate of 99%
Alitis says ‘Thank you!’ to their loyal clients for their ongoing trust and support.
Sometimes numbers tell a much better story than words – especially when it comes to investments.
For Alitis Investment Counsel, their impressive 99 per cent client retention rate for 2023 says a lot, suggesting both great returns and exceptional client care standards.
Aaron Robertson,Portfolio Manager and Head of Private Client, says that retention rate is anything but a fluke.
“Our client retention rate is by design and exists only because our team works hard to maintain it,” Robertson says. “We put immense focus on how we work with our clients. While we may be a for-profit company, we have created a work culture that understands that our clients come first every time.”
Portfolio Manager, Emily Hofmann meeting with a client.
Part of Robertson’s job is ensuring Alitis’ high touchpoint with clients is maintained. Unlike larger organizations, Alitis clients enjoy easy access to the Alitis team at all times. A quick call is all it takes to be directly connected to a member of the Alitis Team. “We take the extra time to ensure we’re always accessible and accountable. We also ensure everyone is taking the time they need to confidently provide clients with sound support and advice that’s unique to each client’s specific needs and goals,” Robertson says.
While client care is a key component in Alitis’s high client retention rate, reliable return rates are equally important .
“Just as our client retention rate speaks to how well we manage our clients, our Investment returns speak to how well we manage their money and show that we’re pretty good at what we do,” adds Chief Financial Officer Nic Przada.
The Alitis Income & Growth Pool (Class E as of March 31, 2024), the most widely-held investment in client accounts, had annual returns of 8.12 per cent for 1 year, 5.57 per cent over 3 years, and 6.34 per cent over the last 5 years.
Their primary focus on preserving wealth, providing solid returns, and adding a personal touch to every client interaction is all a part of the innovative Alitis Approach.
Find out if The Alitis Approach is right for you, call 250-287-4933 or email info@alitis.ca. Find them in Campbell River at 101-909 Island Highway, the Comox Valley at 103-695 Aspen Rd., in Victoria at 1480 Fort St., or online at alitis.ca.
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