Altrius Capital Management
  • Home
  • Team
  • Promises
  • Philosophy
  • Strategies
    • Global Dividend ETF
    • Global Income
    • Global Dividend Income
    • Disciplined Alpha Dividend
    • International ADR Dividend Income
    • Unconstrained Fixed Income
  • Insights
  • Contact Us
Altrius Capital Management
  • Home
  • Team
  • Promises
  • Philosophy
  • Strategies
    • Global Dividend ETF
    • Global Income
    • Global Dividend Income
    • Disciplined Alpha Dividend
    • International ADR Dividend Income
    • Unconstrained Fixed Income
  • Insights
  • Contact Us

Will the Silicon Valley Bank Collapse Lead to a Broader Contagion?

  • March 13, 2023
  • James Russo
  • No Comments
  • Blog

Two clients have emailed me this weekend questioning whether the Silicon Valley Bank bankruptcy will lead to more bank failures. As capitalism is.Read More

Why We Primarily Buy High Yield (Junk) Bonds Versus Investment Grade

  • March 9, 2023
  • James Russo
  • Blog

A client recently asked about our current asset allocation and why we were purchasing high yield bonds versus purchasing a 3-month treasury bill..Read More

Altrius Paying Dividends

  • January 4, 2023
  • Max Greenberg
  • No Comments
  • Blog

The average investor saw a volatile year packed with false rallies and lower lows. The environment has changed. In his December 13th, 2022.Read More

Benjamin Graham

  • September 14, 2022
  • James Russo
  • No Comments
  • Blog

Benjamin Graham is widely known as “the father of value investing” writing Security Analysis (1934) with David Dodd and The Intelligent Investor (1949).Read More

How Does a Value Manager Beat the S&P 500 (SPY) Over 15 Years?

  • July 21, 2022
  • James Russo
  • No Comments
  • Blog

Simply put, we don't buy overvalued stocks...EVER. The time to rotate to value stocks is here. Valuation and strong fundamentals MATTER. This time.Read More

Four Lessons From a Marine Pilot

  • July 18, 2022
  • James Russo
  • No Comments
  • Blog

When I first graduated from the U.S. Naval Academy with a degree in Economics, I never would have thought after 8 years of.Read More

Altrius Capital Management Awarded Prestigious Manager of the Decade Designation and Top Guns 6-Stars by Informa Financial Intelligence

  • February 26, 2021
  • James Russo
  • No Comments
  • Blog

February 19, 2021— Altrius Capital Management has been awarded a PSN Manager of the Decade and Top Guns 6-star distinction by Informa Financial.Read More

GameStop Mania and Market Volatility

  • February 1, 2021
  • James Russo
  • No Comments
  • Blog

A few clients have asked me about the recent stock market volatility in the broader market in general and with a few select.Read More

Generating Income through the COVID-19 Recession

  • January 12, 2021
  • Brady T. Gingrich
  • No Comments
  • Blog

Clients familiar with our investment philosophy understand and appreciate our income-focused, value-driven approach. Many of you may recognize the first chart below, which.Read More

2020 Lessons Learned and the Road Ahead

  • December 3, 2020
  • James Russo
  • No Comments
  • Blog

A lesson I learned in the Marines, and especially during survival school, is that things usually aren’t as bad as they seem when.Read More

  • 1
  • 2
  • 3
  • 4
  • 5
  • Global Income
  • Global Dividend Income
  • Disciplined Alpha Dividend
  • International ADR Dividend Income
  • Unconstrained Fixed Income

SCHEDULE A QUICK STRATEGY SESSION WITH US

Speak to one of our expert advisory team representatives, who will listen, answer your questions, and discuss your goals and expectations. Get in touch with us today and let us know how best we can help you.

 

Contact us

 

DISCLAIMER

Altrius Capital Management , Inc. (Altrius) is a provider of privately managed portfolios and financial planning services for industry professionals and private clients. The information included in this website has been obtained from sources Altrius believes to be reliable; however, we do not guarantee its accuracy. All opinions and estimates included in these reports and website constitute the judgment as of the dates indicated and are subject to change without notice. This website is for informational purposes only. Past performance is not an indication of future gains. Altrius is a registered investment advisory firm. For program fees and descriptions, please request a copy of the firm’s Form ADV Disclosure Brochure.

PRIVACY POLICY

This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence.

GLOBAL INVESTMENT PERFORMANCE STANDARDS (GIPS®) DISCLOSURE

Altrius Capital Management, Inc. claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The firm is defined as Altrius Capital Management, Inc. (Altrius), a registered investment advisor with the Securities and Exchange Commission. Altrius was founded in 1997 and manages equity, fixed income and balanced portfolios for its clients. To receive additional information, including GIPS®-compliant performance information for our strategies and products, please use the contact us button.

Registration as an investment adviser does not imply a certain level of skill or training

Brochure | Form CRS

Altrius Capital Management, All Rights Reserved. ® | Privacy Policy | Terms of Use