Our core investment policy incorporates two main asset classes

Traditional Asset Classes

  • Traditional asset classes are often characterized by stocks, bonds and cash.
  • When it comes to investing in the public stock markets, our goal is to build portfolios with a focus on stable returns and lower volatility.
  • Dividend paying, blue chip companies are a stable approach in a capital preservation mandate.
  • In the right market cycle, bonds & money market strategies are another useful tool to help build low volatility portfolios while earning reasonable growth.

Non-Traditional Asset Classes

  • Another aspect of our investment philosophy includes non-traditional investment options.
  • These exist outside traditional stock/bond markets.
  • For many years, alternative strategies were limited to large-scale investors.
  • We partner with private asset managers to bring these opportunities to retail investors.
  • Examples include Real Estate, Infrastructure, Private Equity, Private Debt, and Options.

Our Investment Philosophy

Ayur Wealth Strategies of Aligned Capital Partners, provide investment solutions that focus on capital preservations & downside protection, while generating a reasonable rate of return on the upside.

We believe that creating portfolios with low volatility and a predictable return spectrum is a key ingredient in creating financial peace of mind for your future.

Our Investment Dealer:

Aligned Capital Partners Inc. is a registered investment dealer that provides Ayur Financial Strategies with regulatory oversight and back office services.

How Do We Get Paid?

  • We strive to be transparent in every asepct of our business; fees are no exception.
  • We are paid based on Assets Under Administration.
  • Our fee structure starts at 1% of investment assets and tier’s down after $1MM.

Michael Connelly is registered to provide securities to clients residing in the provinces of Alberta, British Columbia, Ontario & Quebec; Jared Odorico is registered to provide securities to clients residing in Ontario.

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Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Ayur Wealth Strategies Inc., an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Ayur Wealth Strategies Inc. and covered by the CIPF. Financial planning and insurance services are provided through Ayur Financial Strategies Inc. Ayur Financial Strategies Inc. is an independent company separate and distinct from ACPI//Ayur Wealth Strategies Inc.

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