A complete list of active advisors currently associated with Altus Wealth Management, LLC
Warmer can help you find a great advisor at Altus Wealth Management, LLC or one who fits your needs even better.
Altus Wealth Management provides discretionary investment management and financial planning to individuals, trusts and charitable organizations. The firm manages approximately $405 million across about 285 client relationships and delivers separate-account management through three models — Altus Select, Altus Premier and Altus Preservation — in addition to hourly financial planning engagements. Its investment approach combines Modern Portfolio Theory with tactical asset allocation and relative strength analysis, seeking diversified exposure with an emphasis on low-cost ETFs and mutual funds for equity allocations and individual fixed-income securities for its higher-asset and Preservation strategies. Portfolios are monitored continuously and are generally positioned for multi-year holding periods, and the firm sometimes offers access to limited private offerings to qualified investors. Noteworthy aspects of the firm include a dedicated Preservation model focused on individual fixed-income securities and a stated practice of discretionary-only management while declining authority to vote client proxies. Altus also discloses potential personal-trading overlaps, maintains a formal code of ethics and compliance procedures to address conflicts, and notes staff involvement in community financial counseling and a foundation board with some overlap among clients.
To learn more about the advisors currently working at Altus Wealth Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Ft. Mitchell, KY
| 27
| |
Ft. Mitchell, KY
| 21
| |
Ft. Mitchell, KY
| 23
| |
Ft. Mitchell, KY
| 9
| |
Ft. Mitchell, KY
| 11
|
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