Altius Financial, Inc.

Altius Financial provides discretionary investment management and financial planning to individuals and high‑net‑worth clients as well as estates, trusts, charitable organizations, foundations and institutions, managing roughly $212 million in discretionary assets for about 150 clients. The firm offers ongoing portfolio supervision, periodic reporting and implementation services, and may work with outside professionals to coordinate estate, tax and insurance matters.

The firm's investment approach emphasizes active management with a heavy focus on equities and fundamental valuation, complemented by a range of asset classes and occasional alternative investments as appropriate; portfolios are reviewed at least quarterly and rebalanced as needed. Altius describes its process through the Empowered Future Program™ and seeks to align client and firm interests by using institutional share classes and by maintaining reporting and planning technology (Advyzon and eMoney) to support monitoring and goal‑based planning.

Distinctive aspects of the firm include its broader client education and marketing practices: it distributes periodic client communications, offers educational seminars/workshops, and uses testimonials and endorsements in its advertising, practices that are less common among similarly sized supported firms. The firm also uses a third‑party platform to manage held‑away participant accounts without taking custody, and routinely coordinates with custodians and third‑party vendors to provide consolidated reporting and administrative support.