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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

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

  • July 21, 2022
  • James Russo
  • 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

My Thoughts on Mixing Religion and Investing

  • November 11, 2019
  • James Russo
  • 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

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

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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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