A curated collection of exclusive investment solutions for portfolio customization
As you achieve greater levels of wealth, your financial situation typically becomes more complex. Enjoy the choice, flexibility and peace of mind that come from specialized solutions designed exclusively to serve the needs of high net worth investors like you.
CI's comprehensive wealth offerings
We offer a diverse lineup of investment options to ensure you have access to strategies that are well-suited to your unique financial situation and investment goals.
CI Private Pools
Your portfolio building block solution
Gain exclusive access to a broad range of 18 investment strategies spanning asset classes, geographic regions and investment styles, all offered within an easy-to-use, flat-fee solution and backed by trusted expertise and experience you can count on to meet your evolving needs.
CI Private Pools offer a wealth of features and benefits for affluent investors, including:
- Variety – 18 private pools spanning the investable spectrum
- Focus – Targeted strategies and specialized investment expertise
- Flexibility – Allows your advisor to help you fully customize your portfolio based on your individual needs and risk profile
- Exclusivity – $100,000 minimum investment (per private pool)
- Simplified Pricing – Easy to use, with a highly competitive, flat-fee structure
Your all-access pass to our best
With 18 targeted investment strategies overseen by specialist portfolio management teams, CI Private Pools provide you with exclusive access to an unparalleled range of our best portfolio building blocks, offering you choice and flexibility.
North American Equity
Small Cap Equity
Strategic focus, consistent discipline, proven track records of success – benefit from the enduring strength of CI’s portfolio management teams with your all-access pass to our best.
CI Private Pools engage a variety of leading boutique money managers to provide you with an incomparable selection of specialized expertise and experience.
Altrinsic Global Advisors
Altrinsic specializes in identifying undervalued companies that are poised to rebound.
Black Creek Investment Management
Black Creek focuses on identifying winning businesses that are capturing market share.
Cambridge Global Asset Management
Cambridge focuses on absolute returns and downside protection with proper manager-client alignment.
Marret Asset Management
Marret is an alternative fixed income manager specializing in investment grade and high-yield corporate debt.
Picton Mahoney Asset Management
Picton Mahoney pioneered, and continues to focus on, momentum-based investment strategies and true style diversification.
Sentry Investment Management
Sentry places a premium on risk management, aiming to provide a calmer path to wealth creation.
Signature Global Asset Management
Signature’s fundamental specialist model of over 50 investment professionals results in expert asset class coverage.