Altrius is derived from the Latin word altus and the English word altruism. Together, these two words convey the idea of “reaching ever higher, placing the welfare of our clients before our own.” As a firm, and as individuals, we embrace integrity, intellectual curiosity and a passion for bold and creative thinking. Our goal is to deliver superior value and service to our clients, and inspire our employees to live up to the obligation of our firm’s fiduciary responsibility. From our smallest investor to our largest, we are committed to adding value, providing a total return investment solution, and managing risk.
- We are 100% employee owned
- Our firm was founded in 1997 and registered as an investment advisor with the Securities and Exchange Commission in 2004
- We invest side by side our investors and treat our clients’ assets as if it were our own
- We remain dedicated to providing above average income to our clients while also seeking capital appreciation
- We focus our assets on our best ideas
- We communicate with our investment partners as candidly as possible
- Beginning with a global economics underpinning, we employ a fundamentally based, value oriented, risk managed investment process in an effort to deliver strong risk-adjusted returns over the long term