Founded in 1997, Altrius is derived from the Latin word altus and the English word altruism. Together, these two words convey the ideal of "reaching ever higher, placing the welfare of our clients before our own."
Among the many ways we differ from most investment advisory firms:
- We handle money management functions in-house. By not contracting money management tasks to outside vendors, we potentially increase income while reducing fees.
- We are independent and 100 percent employee owned.
- We operate on a fee only basis. No commissions - delivering unbiased advice and transparency while reducing conflicts of interest.
- We claim compliance with the Global Investment Performance Standards (GIPS®) and maintain a performance track record dating to January 1, 2003.We are audited semi-annually and invest significantly in the resources and technology in order to display the performance of our firm and our clients’ portfolios.