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Services

Institutional Portfolio Management


Strengthen your organization’s future.

ATB Wealth helps Alberta not-for-profits, municipalities, foundations, unions and pensions to manage and grow their investment assets.

Your organization’s investment portfolio is a critical part of its long-term sustainability.

You need expert, timely advice that helps you meet your obligations to your stakeholders without making excessive demands on you.

We’ll help you build a customized portfolio for your organization that balances risk and return and is linked to your investment time horizon. Our long-term, diversified focus helps us safeguard and cultivate your organization’s investments so it can fulfill its mission and vision.

Our clients

Our portfolio managers work with organizations such as not-for-profits, municipalities, foundations, unions, Indigenous groups, and pensions. We serve clients whose portfolios might not get the attention they deserve from other firms, using our knowledge to maximize your organization’s investment potential.

Personalized service. Practical guidance.

Our team is made up of experts who have an unmatched understanding of Alberta’s economy, its challenges and its emerging opportunities. Our portfolio managers also have an insight into the issues that matter to institutional investors, including legislation changes, fundraising and capital investment.

Meet your specialist

Jaclyn Perrot

Jaclyn Perrot

Director of Institutional Portfolio Management

587-777-9932

jperrot@atb.com

Get the personalized service you want, and the practical guidance you need.