Institutional portfolio management
Personalized service. Practical guidance.Work with experts who have an unmatched understanding of Alberta’s economy, its challenges and its emerging opportunities.
At ATB Wealth, we help not-for-profits, municipalities, foundations, unions, pensions and Indigenous groups with portfolio management. We serve clients who might not get the attention they deserve from other firms, using our knowledge to maximize your organization’s potential.
Your ATB Wealth advisor and portfolio manager have an insight into the issues that matter to corporations and institutions, including legislation changes, fundraising and capital investment.