Separate account strategies

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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.
  • Altrius Capital Management, Inc. claims compliance with the Global Investment Performance Standards (GIPS®). We are audited annually and invest significantly in the resources and technology in order to display the performance of our firm and our clients’ portfolios.

Guiding Principles

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.

We remain humble in our passionate pursuit of sound risk adjusted returns and in the research of companies which provide above average income. When we make mistakes, we will admit it, and take ownership and responsibility for them.

We communicate with our clients as candidly as possible and only offer those services which match our firm’s core competencies. We are intellectually curious often viewing crisis as an opportunity while focusing on our best ideas.

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 Team

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