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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

History Doesn’t Repeat Itself, but It Does Often Rhyme

  • March 23, 2023
  • James Russo
  • No Comments
  • Blog

We are doing a great deal of research regarding the current bank crisis understanding it is imperative we get it right in positioning.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

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

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

Is a Market Crash Coming?

  • August 18, 2016
  • James Russo
  • No Comments
  • Blog

Over this past weekend, a client sent an article asking if a market crash was coming.  As this end is touted by many.Read More

Altrius vs. Buffett

  • January 29, 2016
  • James Russo
  • No Comments
  • Blog

Many consider Warren Buffett to be the world’s greatest investment mind and successful investor. However, since our firm’s recorded performance track record dating back.Read More

  • Global Income
  • Global Dividend Income
  • Disciplined Alpha Dividend
  • International ADR Dividend Income
  • Unconstrained Fixed Income

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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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