Pensacola, FL 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 also serves investment company clients and may act as a sub‑adviser to unaffiliated registered investment advisers.

The firm’s investment process is fundamentally based, value‑oriented, and risk‑managed with an economics underpinning, and it constructs balanced portfolios across equities, fixed income, ETFs, MLPs, and REITs to match client objectives. Altrius serves as sub‑adviser to the Altrius Global Dividend ETF (DIVD), an actively managed strategy that combines global macro analysis, value and total‑return elements and seeks to provide distributable income through monthly dividend distributions.

Several operational features distinguish Altrius from many team firms: it publicly advertises past performance and states compliance with the Global Investment Performance Standards (GIPS), and it provides education services for plan participants as part of its pension and retirement-plan offerings. The firm’s willingness to recommend its own Fund to clients who do not meet its stated account minimum and its role as a sub‑advisor to other advisers are additional atypical practices disclosed in the brochure.