FOR A DIFFERENT MARKET, A DIFFERENT APPROACH

There are numerous and varied ways to approach investment management, some more successful in today’s marketplace than others. Because it is absolutely critical that you feel completely comfortable with the approach used by your investment advisor and manager, we briefly summarize ours below and invite you to review the investment philosophy page, process page and investment strategies page of this site for more details.

At Altrius Capital, our approach is to emphasize:

• Value investments
  We seek out companies selling below their intrinsic market value.
• Total return
  We endeavor to provide capital appreciation with above average income.
• Patience
  We focus on a time frame that is generally three years or more.
• Global Approach
  We seek solutions which cross markets, understanding that earnings are generated across the globe within both developed and emerging markets.
• Risk management
  Our goal is to preserve principal, build wealth and manage risk. While risk cannot be eliminated, it can certainly be managed. Altrius has developed a specific strategy designed to dampen market volatility; you can read more about it here.

The obvious question is how well it works.

We are pleased to report that even with the recent extreme volatility, and with the U.S. stock market still short of its all-time high, Altrius clients have achieved positive returns over multi-year time horizons while enjoying above-average income and below-average risk as measured by beta (β) while receiving outstanding service.

Past performance is not, of course, an indicator of future returns. However, we fully intend to adhere to the investment management approach that has proven successful over time.

To learn more about Altrius Capital’s performance, call us toll-free at 855-ALTRIUS, email info@altrius-capital.com or visit our Contact Page.