Avesta Wealth Investment Pools
Avesta Wealth’s two pooled portfolios are designed to give clients institutional-quality portfolio construction with greater efficiency and access.
Our public markets pool focuses on high-quality, globally diversified equities and complementary strategies built for resilient long-term growth.
Our exempt market pool provides selective access to private and non-traditional investments that are typically difficult for individual investors to access efficiently.
By pooling capital, we reduce costs through scale, streamline administration, and improve access — with a not-for-profit structure that directs the benefits of growth back to investors rather than administrative margins.
Low-Cost By Design
Built as a not-for-profit structure; growth in assets lowers underlying expenses and trading costs, with all savings passed directly to unitholders.
Avesta Wealth Investment Pools
Access to institutional portfolios across public and private markets
A globally diversified growth portfolio built for long-term investors
Avesta Wealth NP
Private Assets Pool
A diversified private-markets portfolio designed to complement public market investments
