Alex is a Portfolio Manager who co-leads the Mahrt Investment Group alongside his business partner, Rod. He works closely with professionals, entrepreneurs, and business owners to deliver customized investment portfolios tailored to their unique considerations and requirements.

Within the team, Alex oversees the management of all investment strategies. He focuses specifically on analyzing individual investments for inclusion within client portfolios. Additionally, he assesses how each “piece” fits together to construct portfolios that grow capital while managing risk. He collaborates closely with clients and their professional teams to create an investment and wealth management strategy that accomplishes their goals.

With an institutional background, Alex specializes in asset allocation. He employs mean-variance optimization to help construct client portfolios, aligning them with risk tolerance and client goals. Committed to achieving superior long-term, risk-adjusted, after-tax returns, Alex’s focus is maximizing the client’s financial gain per unit of risk.

Alex is an alumnus of the Rotman School of Commerce at the University of Toronto, where he graduated with Honours, specializing in Finance & Economics. He also holds the prestigious Chartered Financial Analyst designation, widely recognized as the gold standard in the investment industry.