Revolutionary. Direct. Built for performance.
Introducing an investment solution that redefines the way financial assets are managed at the individual level.
powered by
High quality & value.
At the best possible price.
Our model is built to help you grow your wealth
Our completely transparent fees serve you better
Our portfolio manager is
fully invested with you in our investment solutions
We are motivated by our capacity to offer institutional grade investment strategies and solutions directly to individuals.
We employ a fully transparent investment process supported by conservative alternative strategies. Our aim is to generate better returns with equal or lower volatility.
Each of our clients has a personalized yet unified investment mandate based on a unique fee structure that promotes performance and aligns interests.
''We are confident in our approach: we eat our own cooking, next to you, at your table''
How it works
Don't let low performance and high fees slow down the growth of your wealth
Most of the financial industry will charge you the same flat fee to manage your assets, even when they don't generate good returns. We think this is neither fair nor the best way to increase the probabilities of generating good long-term performance.
Good risk-adjusted returns are really important. Here is why:
How we are doing it:
We are paid on performance
We cut the middle-man and pass along the savings
We use the lowest trading fees available in the industry
We invest directly in the markets with you, not through intermediary funds
In short, we only grow and make money when you do
You pay for performance, not your financial advisor’s car
an innovative profit split
a very very low base fee
0.32%
86%
14%
Aligns interests and drives performance
Direct-to-consumer investment solution.
You pay for performance.
An industry leading base fee
0.32%
competitors can charge you up to 10x more
an innovative profit split
86%
14%
a high water mark
that offers a better protection to your capital during market fluctuations
that aligns interests and drives performance
that calculates the profit split only on new profits
Generating Performance
“Our results suggest that hedge funds that collect high performance fees are more likely to outperform those that collect low performance fees"
- Based on a research on 7,102 hedge funds by
Shin, Smolarski and Soydemir; Journal of Accounting and Finance, Vol. 17(1), 2017
Experts.
Alternative investments and capital preservation.
Altervest Ltd. is a Montreal based firm founded in 2010 by Geneviève Blouin. It is registered with the AMF and the OSC as a Fund and Portfolio manager with a derivatives and exempt market dealer’s licence, and as a Portfolio manager with the ASC. It develops niche alternative investment strategies that seek to improve overall portfolio diversification.
APPROACH
We enrich portfolio construction by including alternative investments that increase overall returns while reducing risk.
ETHICS
The firm is committed to the CFA (Chartered Financial Analyst) code of ethics - recognized worldwide as having one of the highest standards in the financial industry.
FISCAL MINDSET
We integrate financial planning to our private wealth services and consult with highly reputable tax experts to optimize your after-tax returns.
Working with best-in-class service providers
Altervest Ltd. is registered with the AMF and the OSC as a Fund and Portfolio manager with a derivatives and exempt market dealer’s licence, and as a Portfolio manager with the ASC.
''Idealistic as it may sound, altruism should be the driving force in business, not just competition and a desire for wealth.''
- Dalai Lama
What people are saying
I feel privileged to have found a portfolio manager who not only understands and rigorously follows global markets, but who is also able to make them accessible to his clients. His transparency and professionalism give me great confidence in his service.
— Karine, current client
So, what are you waiting for?
The information contained in this presentation is confidential and is intended only for the recipients who have been specifically authorized to receive it. Any unauthorized dissemination, copying or use of the contents of this document is strictly prohibited and may be unlawful.
This communication is for informational purposes only and does not constitute a solicitation or offer to buy or sell securities. Any such offer will be made only to qualified investors by means of a confidential private offering memorandum, and only in jurisdictions where permitted by law. Past performance is not necessarily indicative of future results.
Alexandre Legault Frenette, M. Sc., CIM
Portfolio Manager, HQ/V Investment Solution
Altervest Montréal Office
2170 Boul. René-Lésveque, suite 203
Montréal, QC, Canada, H3H 2T8
01 514 998 2314
Altervest Head Office
7505 boul. Taschereau, Suite 111
Brossard, QC, Canada, J4Y 1A2
01 514 448 4029