Services
An Excellent Value for Competitive Performance
At Ativo, our objective is to consistently be an above average performing manager while effectively managing risk and remaining style-specific. Through the application of a consistent rigorously disciplined investment framework, we believe we can deliver quality GIPS compliant results that will meet the varied needs of sophisticated domestic and international investors. We not only seek to deliver good performance, we seek to price our services fairly. We take the fiduciary responsibility we have to investors, their financial advisors and to the investment community at large very seriously. That means charging reasonable fees while still taking responsible steps to ensure compliance, risk management and our operations always support our duty as an asset manager. We strive to be one of the best values for asset management in the marketplace.(For more information)
At Ativo, we partner through both single and dual-contract relationships with broker-dealers, banks, insurance companies and other financial-services firms to deliver appropriate separately managed account solutions to their clients. The Ativo separately managed account (SMA) is an individually managed investment account offered by a financial services firm with whom we have a relationship. Ativo SMAs (Which may also be called a "separate account", or "private account" by the financial services firm) are directly managed by our portfolio management team. These portfolios represent a cost efficient way to access a quality investment portfolio. (For more information) These portfolios can also, at the request of a client or advisor, be customized and formulated for a client's specific investment objectives or desired restrictions to include consideration of ESG factors (See Q-ESG).
Ativo also participates in a number of model based platforms (Such as Wealthfront and equis) and unified managed account (UMA) programs (Such as Placemark and TD Ameritrade UMAX) that using sophisticated technology can link an investor’s Ativo account(s) with other investment strategies (such as fixed income, etc) in a single investor-controlled account. The use of models and/or an UMA may allow a group of several portfolios selected by the investor to be more capital and operationally efficient than the same mix of investment vehicles in other traditional structures. (For more information)
The pension plans that we work with now and have worked with in the past include some of the most sophisticated public pension plans in the United States. At Ativo, we recognize that a public pension plan has diverse needs. As a MBE with a decade of investing experience and forty years building a proprietary global research platform, we are ready to meet those needs. Ativo has capabilities far beyond what our size might indicate.
We are ready to work with you, your consultant and/or your manager of managers to address your investment needs and ensure your long-term investment success. (For more information)
The investment landscape has changed dramatically over the last few years and endowments, foundations and charities face unique challenges in managing their assets. At Ativo, we understand that different organizations have different missions and objectives. That is why, in addition to our traditional portfolios, we offer customized portfolios for endowments, foundations and charities that are tailored to meet you specific organizations goals whether that means integrating our proprietary Q-ESG capabilities, screening to meet your investment policy guidelines or using our award winning research to build a customized portfolio to fill a specific investment niche.(For more information)
Your clients are demanding. Their needs are diverse. At Ativo, we understand the special needs that family offices have in servicing their clients. That is why, in addition to our traditional portfolios, we offer customized portfolios that can be tailored to meet your client’s particular investment policy statement goals whether that means integrating our proprietary Q-ESG capabilities, screening to include or exclude according to your client’s social objectives or using our award winning research to build a customized portfolio to fill a specific investment niche. (For more information)
A Note to Individual Investors
Ativo is an institutional investment advisory firm. We do not typically work directly with individual investors but rather provide our services through the channels highlighted above. Individual investors can access select Ativo portfolios through some of the model providers with work with such as Wealthfront and equis. Should you have an interest in working more fully with Ativo, we encourage you to speak with your financial advisor about using Ativo or contact us to find a financial advisor who already works with Ativo. (For more information)