Our Services
Positively impactful
We help you achieve your financial and impact goals
We start with you.
We get it: you want your investments to bring about good in the world… but aren’t sure how to actually make that happen. You aren’t alone. At Rally Assets, we start with you, with where you are at. Whatever your level of knowledge of impact investing, however your investment portfolio currently looks, no matter your financial goals and investment timelines, and regardless of governance structure, we can help.
We’ve been helping private and institutional investors for a decade now. You would be hard-pressed to find another investment firm in Canada with the expertise and experience in impact investing that we have. Our deep commitment to impact, and our deep understanding of how to measure and manage it, set us apart.
Show us your values and we’ll show you how to align those values with your investments. Ours will be a powerful partnership; let’s get started today.
We understand
The fiduciary obligations and financial constraints of foundations, endowments and pension funds
We understand
The desires of individuals and families to create a lasting legacy, making a positive difference for generations to come
We understand
The need family offices have to focus on preserving their clients’ wealth
We understand
The opportunities governments and institutions have to strengthen their impact strategies
testimonial
“Rally Assets helped us to take our first steps in our impact investing journey. They were able to anticipate questions, concerns, and potential roadblocks – effectively engaging our staff, committees and board so we could get it done.”
Gord Griffiths, Finance Director, Victoria Foundation
Our Services
Our clients trust us to provide innovative solutions to help them create positive social and environmental change. We work with individuals and organizations who would like to fully align their investments with their vision and values.
Asset management services
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We can create a customized impact portfolio for you.
We can design and manage a portfolio of investment opportunities that are suited for you and meet your requirements, pulling from the full range of public and private impact investments. We can identify and monitor investment opportunities, conduct due diligence and administer capital placement. We will collaborate with you and your team in a way that works for you, on either a discretionary or non-discretionary basis.
Our investment strategies target both impact and financial performance, designed to meet your preferences, missions and financial goals. And our integrated reports echo that commitment – monitoring your portfolio’s impact and financial performance.
Please contact us to learn about our fees.
Impact management services
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Even if you aren’t an asset management client, you can still access our impact management service. We can measure your portfolio’s impact across all asset classes and help you manage investments to better align with your impact goals.
Impact advisory services
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We deliver customized research, education and strategic advice to deepen your understanding and expertise in impact investing. You can find some of our published research in the resources section. One current education initiative is Foundation Investing 2.0.
CONTACT US
Let’s discuss how we can help you align your values with your investments.