A complete list of active advisors currently associated with Altrius Capital Management, Inc.

Warmer can help you find a great advisor at Altrius Capital Management, Inc. or one who fits your needs even better.

Altrius Capital Management, Inc. provides discretionary investment management, financial planning, pension consulting, and advisory consulting to a range of clients including individuals (including high‑net‑worth clients), employee benefit plans, trusts, estates, corporations, and other investment entities. The firm also serves investment company clients and acts as a sub‑adviser, notably to the Altrius Global Dividend ETF (DIVD). The firm’s investment approach is fundamentally based, value‑oriented, and risk‑managed, implemented within a balanced asset‑allocation framework that uses fundamental analysis and both long‑ and short‑term purchases. Altrius typically manages accounts on a discretionary basis, delivers quarterly reporting, and discloses and advertises past performance while claiming compliance with Global Investment Performance Standards (GIPS). Compared with many peers, Altrius’s active sub‑advisory role for an ETF and its willingness to provide sub‑advisory portfolio management to other advisers—and to recommend its Fund to clients who do not meet the firm’s minimum account size—are operationally distinctive and disclosed as potential conflicts of interest. The firm also offers pension plan education to participants and explicitly discloses that it does not utilize artificial intelligence in its portfolio management process and has no soft‑dollar arrangements.

To learn more about the advisors currently working at Altrius Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.