At ALTIUS Financial we offer a full range of investment strategies geared to your risk tolerance, stage of life and goals, desire for involvement, asset level, and investment experience. We tailor each one to meet your needs whether it's funding a retirement account such as IRAs, 401k Rollovers, SEPs or college savings accounts, trust accounts, brokerage accounts, etc. Below are some examples of the platforms we use:

Optimum Market Portfolios (OMP):
For accounts less than $250,000, this platform allows us to access world-class investment managers with a single investment. We will work with you to choose the overall mix of asset classes and investment styles given your objectives.

Once we've chosen a portfolio that fits your objectives, we make sure your asset allocations remain in balance. Rebalancing is offered on a quarterly, semiannual, or annual basis. And if/when your objectives change, you can transfer your assets into a different portfolio within the account or change to a new platform.

Strategic Asset Management (SAM):
For accounts $250,000-$2 million, this platform offers individually-crafted weightings for various asset classes, choosing specific investments within those classes and making adjustments as circumstances change. We monitor current trends and market developments, and provide ongoing advice and portfolio management.

You receive the benefits of asset allocation and active, advice-based portfolio management-all for one inclusive fee, on one statement and in one account-giving you the investment diversification you need and helping you achieve your long-term goals and objectives. (Nominal transaction costs may occur.)

Personal Wealth Portfolio (PWP):
For accounts $2 million+, this highly customizable program combines proven investment strategies, portfolio customization and management features along with world-class investment managers in one account. We construct a portfolio based on the disciplines of asset allocation and diversification.

Additionally, your investment can be further customized through access to both industry-leading separate account managers and mutual funds within one account. From tailored tax management strategies to automatic rebalancing, we have access to portfolio management features that help keep your investments on track. Sales are monitored to avoid the unnecessary realization of short-term gains.