Our Clients

Our clients are confident in our ability to manage and grow their capital to ensure financial security. In fact, many of them have been with us for nearly 20 years, and some for more than 35. They share our long-term investment philosophy, and appreciate how we take time to connect life goals to financial decisions.  At ALTIUS, our top priority is to provide excellent value to our clients, and find a strategy that focuses on their specific needs and wants.

Here is a representation of those we work with:

Corporate Achievers

These individuals have worked hard developing successful careers in technology, energy, healthcare, telecommunications, and non-profit leadership. They often want clarity on employee stock options and/or investment allocation strategies. We help facilitate equity discussions and build a lifelong retirement plan and investment strategy that aligns with their goals and current lifestyle.

Entrepreneurs

We know how hard it is to make business dreams into a reality. With entrepreneurs' typically limited time beyond their business' immediate needs, we ease the burden. We help them ensure all aspects of their financial future are headed for the same success they intend for their growing business.

Service Professionals

We help everyone from physical therapists and doctors to professors and teachers navigate their pensions, tax-sheltered annuities, and unique retirement plan options. Oftentimes these clients find themselves with a plethora of tax-advantaged retirement options, and we help clarify the process to increase their understanding and ensure their needs are met.

Generational Planning

We cater to the needs of our clients and their growing families. We consider the family dynamic and factor in family financial decisions and generational transitions. Whether it's financing an expanding family, preparing for college costs, or transitioning an estate, we ensure our clients and their unique family financial needs are addressed.