PERSONAL MONEY MANAGEMENT, HANDLED PERSONALLY
Altrius was founded in 1997 and registered as an investment advisor with the Securities and Exchange Commission in 2004 with the explicit goal of providing individuals and families with wealth management services to meet their specific financial objectives.
Whether acting as financial advisors or investment managers, we are determined to offer clients an attractive alternative to large traditional firms.
Among the many ways we differ from most investment advisory firms:
- We handle money management functions in-house.
By not contracting money management tasks to outside vendors, we eliminate the middle man in order to retain control, increase income and reduce fees.
- We are 100 percent employee owned.
Everyone at Altrius has a vested interest and a personal stake in providing clients with exceptional service and results.
- We operate on a fee only basis.
Because we do not sell financial products or earn commissions, we can deliver unbiased advice, enhance transparency and reduce conflicts of interest.
It’s an approach that serves our clients exceptionally well.