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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

Are You Worried about our Nation’s Future and Capitalism?

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

I recently received an email from an old friend and client expressing concerns about our nation’s future and the stability of capitalism.  Negative.Read More

Are Luxury Watches, Wine and Art Good Investments?

  • September 11, 2023
  • James Russo
  • No Comments
  • Blog

When my father passed away almost nineteen years ago, my mother purchased a Rolex watch for my brother and me as a commemoration.Read More

Indexing is the Fast Food of Investing

  • May 11, 2023
  • Greg Kammerer
  • No Comments
  • Blog

We’ve all been there. It was a long day at work, meetings ran later than you expected, and you didn’t have time to.Read More

My Opinion on Gold and Gold Coins

  • March 20, 2023
  • James Russo
  • No Comments
  • Blog

Historically, an ounce of gold has equated to the price of a nice men’s suit. Gold, which is approaching $2,000, will today still.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

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

Nike, Kaepernick and the Flag

  • September 5, 2018
  • James Russo
  • No Comments
  • Blog

We don’t currently own Nike; however, this is not due to some patriotic position for or against the company’s recent ad campaign featuring.Read More

Starbucks: A Case Study for Our Disciplined Process

  • August 14, 2018
  • Brady T. Gingrich
  • No Comments
  • Blog

On more than one occasion in recent years clients have written us about investing in Starbucks, the trendy coffee chain with locations in.Read More

Mano A Mano: Altrius vs. “Legendary Manager” Ken Fisher of Fisher Investments

  • February 20, 2018
  • James Russo
  • No Comments
  • Blog

It is unfortunately difficult in the very noisy financial services sector to tell the difference from a broker working for a large bank,.Read More

“Now Is Always the Hardest Time to Invest”

  • February 5, 2018
  • James Russo
  • No Comments
  • Blog

Today's 2%+ market sell-off has certainly unnerved some investors.  Like any market move in the short-term, it's important to take a deep breath.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.

PRIVACY POLICY

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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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