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Altrius Wealth Advisors
  • Home
  • Promises
  • Team
  • Philosophy
  • Tools
    • IRIS Retirement Calculator
    • Risk Tolerance Questionnaire
  • Insights
  • Login
    • eMoney Planning and Document Vault
    • Schwab
  • Contact Us

Altrius Capital Management Ranked Top 100 Financial Advisor Firms in New Jersey and North Carolina by Investor.com

  • July 22, 2021
  • Altrius Wealth
  • Management

Altrius Capital Management has been recognized among the top 100 Financial Advisor Firms in New Jersey and North Carolina by investor.com utilizing their.Read More

Altrius Capital Management Awarded Prestigious Manager of the Decade Designation and Top Guns 6-Stars by Informa Financial Intelligence

  • July 22, 2021
  • Altrius Wealth
  • Management

Congratulations to Altrius Capital Management for being recognized as a PSN Manager of the Decade and Top Gun for its Disciplined Alpha Dividend.Read More

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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

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