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The ALTIUS Capital Filter

The ALTIUS Capital Filter is our process for selecting investments. It's an integral part of our approach. We strive to be independent and objective long-term investors, as well as shareholders. This keeps us aligned with our financial planning philosophy.

At ALTIUS, we generally stay invested because we understand the benefits of longer holding periods, and the arithmetic in evaluating investments (costs, taxes, earnings, time value of money, etc.). Seemingly small differences in returns compounded over long periods of time make an enormous difference.

We believe in the value of diversification to lower overall risk and bypass ignorance. Thus, our models are made up of actively managed mutual funds, ETFs, and individual securities. By using the ALTIUS Capital Filter, we create a carefully screened portfolio that allows optimization and personalization for each client.