Separate account strategies

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OUR PROMISES

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 promise to “eat what we cook” and invest side-by-side our clients, owning substantially the same stocks and bonds as you do in order to align our interests together.
  • We promise full transparency so you understand what you own and what you pay us - and that you’ll never pay commissions to Altrius.
  • We promise to invest in companies that provide steady and growing dividends, to dig deep for value and to asses risk through our top-down macro view.
  • We promise to view each company in which we invest not as a stock certificate to be traded in the short term, but as a long term investment in a business.
  • We promise to publish our performance including an annual audit and to remain in compliance with the Global Investment Performance Standards (GIPS®).
  • We promise to remain independent and 100% employee owned.

Core Values

We tell our clients the truth even if it endangers our relationship or impairs our firm’s income. We invest side by side our investors and treat our clients’ assets as if it were our own maintaining a fiduciary culture based upon integrity, candor and trust. We avoid conflicts of interest working on a fee only basis and do not sell commission products.

When we make mistakes, we will admit it, and take ownership and responsibility for them. We continually question where our investment thesis may be wrong and don’t take undue risk through hubris. We remain humble in our passionate pursuit of sound risk adjusted returns and research every investment with the diligence that an owner would–because we are owners, investing together, side-by-side our clients.

We view every security we purchase as if we are buying a piece of a business — not simply a stock certificate. We invest side-by-side our clients through our three-pronged investment process maintaining a top-down macro view to assess risk and a bottom-up, income-focused, value-driven approach.

We are compassionate and appreciate the difficulties life’s vagaries thrust upon families endeavoring to understand the values, dreams and financial pursuits of our clients.

Our private clients maintain a separate account in which you own all securities directly. With direct ownership, you have complete transparency and may view all of your positions. As we invest directly in securities researched in-house, we save our clients the additional fees and expenses of mutual funds or ETFs. Simply put, we work at the pleasure of our clients. As your account grows, we grow.

Our Team

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