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Altrius Capital Management, Inc.

1323 Commerce Drive

location-iconNew Bern, NC 28562

call-icon252-638-7598

Invest Like an Aardvark.

About Altrius Capital Management, Inc.

Altrius Capital is a wealth and investment management firm dedicated to providing sound risk adjusted returns through our proprietary process which focuses on global revenue generation, value and above average income. Our value-driven, income-focused process, is comprised of individual stocks and bonds designed to meet the retirement and investment goals of our clients. For more information, please visit our website www.altriuscapital.com.

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General Information

Firm Start Year

1997

No. of Employees

10-19

Services

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

B.S. Economics - Economics

U.S. Naval Academy
07/01/1987 -05/30/1991

Disclosures

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Additional Detailed Disclosures

https://altrius-capital.com/wp-content/uploads/2024/01/Global-Income-Fact-Sheet-Q4-2023.pdf

Disclaimer

Altrius Wealth Advisors is a division of Altrius Capital Management, Inc. Altrius Capital Management, Inc. (Altrius) is a provider of privately managed portfolios and financial planning services for industry professionals and private clients. The information included in this website has been obtained from sources Altrius believes to be reliable; however, we do not guarantee its accuracy. All opinions and estimates included in these reports and website constitute the judgment as of the dates indicated and are subject to change without notice. This website is for informational purposes only. Past performance is not an indication of future gains. Altrius is a registered investment advisory firm. For program fees and descriptions, please request a copy of the firm's Form ADV Disclosure Brochure. PRIVACY POLICY This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services, or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. GLOBAL INVESTMENT PERFORMANCE STANDARDS (GIPS®) DISCLOSURE Altrius Capital Management, Inc. claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The firm is defined as Altrius Capital Management, Inc. (Altrius), a registered investment advisor with the Securities and Exchange Commission. Altrius was founded in 1997 and manages equity, fixed income and balanced portfolios for its clients. To receive additional information, including GIPS®-compliant performance information for our strategies and products, please use the contact us button. Registration as an investment adviser does not imply a certain level of skill or training.