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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

Approaching Dow 20,000…Take a Breath, It’s Just a Number

  • December 19, 2016
  • James Russo
  • No Comments
  • Blog

Other than the market rallying past some arbitrary round number, I'll never understand the media's obsession with passing a particular milestone.  The number.Read More

Trump Wins…Now What?

  • November 14, 2016
  • James Russo
  • No Comments
  • Blog

The dramatic presidential election result unsurprisingly shocked the world and global financial markets. The initial reaction led to large declines in Asian markets,.Read More

Eating What We Cook

  • September 19, 2016
  • James Russo
  • No Comments
  • Blog

At Altrius, we invest our company’s retirement plan assets side by side our clients owning the same stocks and bonds that our clients.Read More

Government Conspiracy: Are Economic Numbers Cooked?

  • August 12, 2016
  • James Russo
  • No Comments
  • Blog

This is a question raised by politicians and individuals alike both on the left and right of the political spectrum.  I actually like.Read More

Political Summer Slugfest

  • August 8, 2016
  • James Russo
  • No Comments
  • Blog

The presidential campaign has brought about the suggestion of reforming existing regulations affecting the banking and financial services industry. Key election issues and how they.Read More

Surprise! Bonds are Strongest Performer This Year

  • July 20, 2016
  • James Russo
  • No Comments
  • Blog

Though defaults have been higher than average during the past two tumultuous years, our Unconstrained Fixed Income strategy has provided the greatest returns this year.Read More

Brexit Schmexit

  • June 27, 2016
  • James Russo
  • No Comments
  • Blog

By now, you’ve probably read numerous articles explaining what Brexit means for you, the economy and your portfolio.  Though plenty of pundits will.Read More

Trump vs. Clinton – Who is Better for the Economy?

  • June 10, 2016
  • James Russo
  • No Comments
  • Blog

After a bruising primary season, we are left with two major party candidates still standing and a choice of whom to vote for.Read More

Summer Reading List

  • June 1, 2016
  • James Russo
  • No Comments
  • Blog

Many of our clients ask me what they should read to learn more about investing. With the summer approaching, I thought I would.Read More

Boring vs. Sexy : McDonald’s versus Shake Shack

  • April 8, 2016
  • James Russo
  • No Comments
  • Blog

Boring is beautiful at Altrius.  When we purchased McDonald’s at the end of 2013, Wall Street and most investors believed the company’s best days.Read More

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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.

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