Compass™ Portfolios

ATB Investment Management Inc. (ATBIM) manages the Compass Portfolio series and the equity and fixed income pools. 

Even though ATB is based firmly in Alberta, your investment will benefit from a nationwide pool of knowledge and experience. Instead of relying only on an in-house team, we seek out and leverage the expertise of some of the best investment managers in Canada. We engage a team of arms-length (contracted) sub-advisors chosen for their multilevel expertise, philosophy, practices and performance history. Because these sub-advisors are not employees of ATB, their contracts are dependent on the continued performance of the portfolios they oversee—which means that if we think your investments aren't being adequately managed, we can put someone better-equipped on the job.

With investing, cost matters. Managing costs translates to lower pricing and more portfolio value for investors.

No. Mutual Funds aren't insured or guaranteed by the Canada Deposit Insurance Corporation, or guaranteed by ATB Financial, ATBIM, ATBSI, the province of Alberta, any other government or any government agency.

Our equity and fixed income investment pools contain some of the same individual components as ATB's Compass Portfolio mutual funds, but the big difference with our pool investments lies in the investor's ability to customize their own portfolio. While some investors prefer to work with an all-in-one portfolio solution like a Compass Portfolio, the pool investments allow you to precisely balance your ratio of equities to fixed-income investments, and to customize your exposure to Canadian, US and international equities.