Services

Institutional Portfolio Management

Institutional Portfolio Management

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

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

Overseeing an institutional investment portfolio is a huge task—especially if you’re not a financial expert. We’re proud to help manage portfolios of all sizes for companies that serve Alberta communities. 

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 fulfil its mission and realize its vision.

Our clients

Our portfolio managers work with 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 exceptional understanding of Alberta’s economy, its challenges and its emerging opportunities. Our portfolio managers have insights into the issues that matter to institutional investors, including legislative changes, fundraising and capital investment.

Jaclyn Perrot, Director of Institutional Portfolio Management
587-777-9932 | jperrot@atb.com

Build a better future for your organization.

Get the personalized service and practical guidance you need to build a better investment approach.

ATB Wealth experts are ready to listen.

Whether you're a beginner or an experienced investor, we can help.