ATB Investment Management Inc.

Overview

Established in August 2002, ATB Investment Management Inc. (ATBIM) is a wholly-owned subsidiary of ATB Financial, managing over $20 billion in assets. The firm provides comprehensive investment management services, including investment fund management, private investment counseling, and institutional portfolio management. ATBIM operates under the registered trade name ATB Wealth, offering a diverse suite of investment products tailored to meet the needs of various investors. ATBIM's investment strategy emphasizes a disciplined approach to portfolio construction, combining asset allocation expertise with specialized asset class strategies. The firm offers a range of mutual funds, including the Compass Portfolios and ATBIS Pools, designed to provide investors with diversified exposure across multiple asset classes. Additionally, ATBIM provides tailored discretionary investment management services for high-net-worth individuals and institutions, focusing on long-term growth and risk management. With a track record spanning over two decades, ATBIM has demonstrated consistent performance across various market cycles. The firm's commitment to client success is reflected in its proactive approach to product development, such as the introduction of the ATB Monthly Income Portfolio and the ATB Global Equity Pool in June 2025, aimed at addressing diverse investor needs. ATBIM's experienced team of professionals brings a wealth of knowledge and expertise, ensuring that clients receive informed and strategic investment guidance.