What is Altrius Capital Management?
Founded in 1997, Altrius Capital Management operates as an independent, employee-owned, fee-only investment advisory firm. The company's ethos, derived from 'altus' (reaching higher) and 'altruism' (client welfare), emphasizes a client-first approach. By managing money functions in-house and eschewing commissions, Altrius aims to enhance client income and reduce fees, thereby minimizing conflicts of interest and ensuring unbiased advice. The firm's commitment to transparency is further demonstrated by its compliance with Global Investment Performance Standards (GIPS®) and a performance track record dating back to January 1, 2003, supported by semi-annual audits and significant investment in resources and technology.
How much funding has Altrius Capital Management raised?
Altrius Capital Management has raised a total of $150K across 1 funding round:
Debt
$150K
Debt (2020): $150K with participation from PPP
Key Investors in Altrius Capital Management
PPP
Public-Private Partnership
What's next for Altrius Capital Management?
The recent strategic investment, part of Altrius Capital Management's large-scale late-stage funding, signals a period of accelerated growth and enhanced service delivery. This capital infusion is expected to bolster the firm's in-house capabilities and technological infrastructure, further solidifying its independent, fee-only advisory model. Altrius is poised to leverage this backing to expand its reach and deepen its client relationships, reinforcing its commitment to providing transparent, conflict-free wealth management solutions.
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