Christopher Rolf is a CFA® charterholder with 14 years of experience in the financial industry. He has been with Altrius Capital Management, Inc. since 2015 and previously worked at Morgan Stanley from 2008 to 2012. Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment process to construct balanced portfolios tailored to client objectives.

Rita Hendrick Smith is a financial advisor at Altrius Capital Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with Altrius since 2007. Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment approach and serves as a sub-adviser to the Altrius Global Dividend ETF, combining global macro analysis with value and total-return strategies.

Maxwell Greenberg is a CFP® with four years of experience currently serving at Altrius Capital Management, Inc. in Pensacola, FL. His prior experience includes roles at State Farm and a law office. Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment approach, constructing balanced portfolios to match client objectives and acting as a sub-adviser to other registered investment advisers.

Brady Gingrich is a financial advisor at Altrius Capital Management, Inc. in Portland, ME, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at H.I.G. Capital and Wells Fargo Securities. Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment process, constructing balanced portfolios to align with client objectives.

James Russo is a financial advisor at Altrius Capital Management, Inc. in Jersey City, NJ, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Altrius Capital Management since 2000. Altrius Capital Management provides discretionary investment management, financial planning, pension consulting, and retirement-plan advisory services to individuals, high-net-worth clients, employee benefit plans, and other entities. The firm employs a fundamentally based, value-oriented, and risk-managed investment process to construct balanced portfolios and also serves as sub-adviser to the Altrius Global Dividend ETF.