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ATB Spire Portfolios

Higher growth and income potential.

Why ATB Spire Portfolios

An all-in-one, ETF-based mutual fund built to support your financial goals, with discipline.

Pursue your long-term growth potential

ATB Spire Portfolios help you seek greater growth in the market, while professional managers aim to actively manage risk throughout your investment journey.

Cost-efficient wealth building

A low-cost core of index-oriented ETFs paired with targeted strategies is designed to deliver cost-efficient wealth building.

Single-ticket access to global growth

Gain instant access to thousands of global securities in a single solution, reducing individual stock risk and providing exposure to expanding global markets.

Backed by experienced portfolio managers

ATB Spire Portfolios are backed by a team with a deep understanding and hands-on experience across multi-asset investing. They actively manage risk to help you navigate market fluctuations while pursuing growth.   

 

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ATB Spire Portfolios: three solutions built for growth

ATB Spire Conservative Balanced Portfolio

A professionally constructed portfolio weighted towards fixed income with an allocation to equities and exposure to alternative investments, designed for growth and income potential. 

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ATB Spire Balanced Portfolio

A diversified portfolio with a blend of equities and fixed income, complemented by exposure to alternative investments, designed for balanced growth and income potential. 

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ATB Spire Growth Portfolio

Weighted toward equities, complemented by allocation to fixed income and exposure to alternative investments, designed to pursue long-term growth and capture strong upside potential.

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Insights for growth-minded investors

Explore insights to help support your growth and diversification goals.

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The future of investing

Unlock the power of actively managed ETF-based asset allocation portfolios

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Beyond the traditional 60/40

Learn how alternative investments can strengthen the modern portfolio

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Positioned for growth

Tilting toward upside capture while managing risk

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Common questions about ATB Spire Portfolios

ETFs offer a cost-effective, transparent, and flexible way to participate in markets. By building ATB Spire Portfolios out of underlying ETFs, ATBIM extends those cost efficiencies on to you while combining them with the additional benefit of the asset allocation expertise of our Multi-Asset Strategies (MAS) Team.
While building your own mix of ETFs might look simple, successfully managing it over time is a complex process. A managed solution like ATB Spire provides full-time professional oversight, meaning our Multi-Asset Strategies Team actively monitors the markets and tactically rebalances your portfolio to capture opportunities and manage risk as conditions shift.

It also offers multiple funds in one single, diversified portfolio, and gives you built-in access to specialized alternative investments that may be difficult for individual investors to manage on their own.
The two solutions are complementary, designed to fulfill different roles in your financial plan. Compass Portfolios are foundational, long-term strategies focused on downside protection and capital preservation. In contrast, ATB Spire Portfolios are built for investors looking to lean into growth opportunities. ATB Spire Portfolios aim to achieve this by combining a core of index ETFs, thematic ETFs, and a potential alternative investment sleeve to help manage volatility and deliver broader diversification.
Alternative investments are included to help smooth out your investment journey. Because these assets  don't typically move in lockstep with traditional markets, they are designed to act to help buffer market volatility, providing an additional layer of diversification and a unique source of potential return.
It comes down to your timeline, goals, and comfort with market fluctuations:  

ATB Spire Conservative Balanced Portfolio: Investors who have a short-to-medium-term investment horizon, are looking for long-term capital appreciation and income with a bias toward fixed income securities, and are comfortable with modest fluctuations in the value of their investments.

ATB Spire Balanced Portfolio: Investors who have a medium-to-long-term investment horizon, are looking for long-term capital appreciation and income, and are comfortable with modest fluctuations in the value of their investments.

ATB Spire Growth Portfolio: Investors who have a long- term investment horizon, are looking for long-term capital appreciation and income with a bias toward equity securities, and are comfortable with volatility in the value of their investments.
Yes. ATB Spire Portfolios are fully eligible to be held in all standard registered investment accounts. This includes your Tax-Free Savings Account (TFSA), Registered Retirement Savings Plan (RRSP), First Home Savings Account (FHSA), RESPs, and RRIFs, as well as standard non-registered accounts.
ATB Spire Portfolios are specifically designed for growth-oriented investors who are in their peak wealth-accumulation years. They are a strong fit if you want to actively pursue long-term wealth and favor the cost-efficiency of ETFs, but still want the peace of mind that comes with having a professional management team actively managing risk during market downturns.

Do you have questions about ATB Spire Portfolios?

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ATB Investment Management Inc. (ATBIM) is registered as a Portfolio Manager across various Canadian securities commissions with the Alberta Securities Commission (ASC) being its principal regulator. ATBIM is also registered as an Investment Fund Manager who manages the ATB Funds. ATBIM is a wholly owned subsidiary of ATB Financial and is a licensed user of the registered trademark ATB Wealth.

Commissions, trailing commissions, management fees, and expenses may all be associated with mutual fund investments. Read fund disclosure documents before investing. The ATB Funds include investments in other mutual funds. Information on these mutual funds, including the prospectus, is available on the internet at www.sedarplus.ca.

Past performance is not indicative of future results. Opinions, estimates, and projections contained herein are subject to change without notice, and ATBIM does not undertake to provide updated information should a change occur. The information in this document has been compiled or arrived at from sources believed reliable but no representation or warranty, expressed or implied, is made as to their accuracy or completeness. ATB Financial, ATBIM and ATB Securities Inc. do not accept any liability whatsoever for any losses arising from the use of this report or its contents.

The material in this document is not, and should not be construed as, an offer to sell or a solicitation of an offer to buy any investment. This document may not be reproduced in whole or in part; referred to in any manner whatsoever; nor may the information, opinions, and conclusions contained herein be referred to without the prior written consent of ATBIM.