ALTIUS FINANCIAL, INC.

Overview

Altius Financial, Inc. is an independent Registered Investment Advisor that works with both individuals/families and institutional clients. The firm focuses on discretionary portfolio management combined with financial planning and client education—services include one-on-one planning, portfolio oversight for individuals and small businesses, periodic published commentary, and educational seminars or workshops. Fee arrangements are mixed: percentage-of-AUM engagements sit alongside hourly and fixed-fee offerings, allowing flexibility for different client needs. Investment-wise, Altius favors collective public funds as the backbone of client portfolios while complementing those holdings with third‑party alternative managers. The firm is not positioned as an active ESG investor and does not describe itself as a capital allocator; instead it sources external managers for specific alternative exposures. Altius is registered with the SEC (registered in 2019) and is owned by an individual proprietor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices