Alitus Financial Services

The firm provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients) and institutional clients such as pension and profit‑sharing plans, trusts, and charitable organizations. It also offers a 401(k) daily‑valuation investment supervisory service for employers and conducts no‑cost educational seminars and workshops on direct investing and mutual funds; those sessions are general in nature and not tailored to attendees.

Its investment approach emphasizes value‑driven fundamental analysis—seeking companies with strong balance sheets, dependable earnings and dividend histories, and a margin of safety—and generally follows a long‑term buy‑and‑monitor discipline while occasionally employing covered calls and other option strategies. Portfolio implementation and trading are performed through an external money manager under a shared‑fee arrangement, and financial planning guidance is provided as part of its advisory services without additional charge.

The firm is affiliated with an accounting practice (Alitus Consulting LLC) and discloses reciprocal referral arrangements between the advisory and accounting entities, with services governed by separate written agreements to address potential conflicts of interest. With a very small team and client base—two registered advisors, roughly $4.8 million in AUM and a handful of client relationships—and staff credentials that include CPAs and a Personal Financial Specialist designation, the firm operates more like a boutique, principal‑led practice than a larger supported advisory firm.