In today’s competitive and volatile global economy, success is dependent on making the most of each resource dollar. Ensuring the right combination of experience and expertise to help you maximize and achieve your investment goals is a critical component of your overall investment strategy.

At Allegiant, we understand the challenges and opportunities facing you and your organization: monitoring and analyzing trends, keeping abreast and complying with regulatory changes and fiduciary requirements, while ensuring your investment strategies deliver enhanced returns and reduced risk.

Put our intellectual assets to work for your financial assets. Together, we can help you meet your investment challenges in this rapidly changing global economy. We consult with a diverse group of institutional clients with a variety of investment funds including:

• Defined benefit plans

• Self-insurance trusts

And, as your partner, we will work with you to position your organization for success. We do this by helping you to:

• Strategically align investment goals and constraints with optimal asset allocation

• Monitor and evaluate performance to ensure objectives are being achieved

• Implement an investment strategy by identifying superior asset managers and products for achieving investment goals

• Comply with fiduciary requirements under provincial legislation or other applicable laws and regulations

• Educate fiduciaries and employees on investment topics

Our investment consulting services include:

• Investment policy development

• Governance advice