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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

Avoiding the FAAT MAN

  • July 12, 2020
  • James Russo
  • No Comments
  • Blog

Growth and momentum investment strategies have been driven markedly by FAAT MAN stocks - Facebook, Amazon, Alphabet (Google), Tesla, Microsoft, Apple and Netflix..Read More

Is America Going Broke?

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

Though few believe government shouldn't be helping its citizens and the economy during this crisis, some of our clients have expressed concerns about.Read More

Coronavirus – What Does It Mean For Our Portfolio?

  • January 27, 2020
  • James Russo
  • No Comments
  • Blog

With the coronavirus spreading panic and a market selloff over the last week, some are wondering how we should position our portfolios in.Read More

The SECURE Act: What it Means for Your Retirement

  • December 24, 2019
  • Robert A. D’Angelo, CFA and Christopher C. Rolf, CFA
  • No Comments
  • Blog

In the final days leading up to Christmas, while most of us have been buying presents, baking cookies, and mentally preparing to spend.Read More

My Thoughts on Mixing Religion and Investing

  • November 11, 2019
  • James Russo
  • No Comments
  • Blog

Though I thought long and hard during many periods of my life about a calling to the priesthood, I would never feel comfortable.Read More

The Perils with Option Strategies

  • October 25, 2019
  • James Russo
  • No Comments
  • Blog

Ignore the avalanche of TV commercials touting the money to be made using option strategies. The big money they refer to is for.Read More

Fallacy of the Financial Fast Track

  • September 26, 2019
  • James Russo
  • No Comments
  • Blog

Investors are continuously bombarded by discount brokerage commercials urging them to trade, trade, trade. They're exhortations are understandable; getting people to trade is.Read More

Even Buffett Can Get It Wrong

  • September 4, 2019
  • James Russo
  • No Comments
  • Blog

During his annual shareholder meeting in 2018, Warren Buffett advised investors to put all their money into the Vanguard 500 index. In contrast,.Read More

The Death of the “Stretch IRA”

  • July 26, 2019
  • Robert A. D’Angelo, CFA
  • No Comments
  • Blog

Turns out Congress can actually agree on something – and it could drastically alter your financial plan Politics today is more polarized than.Read More

Rush for Fool’s Gold in the Hot IPO Market

  • July 23, 2019
  • Brady T. Gingrich
  • No Comments
  • Blog

If you’ve been tuned in to financial news over the first half of the year, you’ve undoubtedly heard and read about the stream.Read More

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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.

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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

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