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Our Services

Today’s economy and financial markets can be complex, yet full of opportunity. Let ALTIUS’ experience help simplify things by reducing or eliminating risks, capturing the right opportunities, and building upon clients’ strengths. We provide two broad services:

Financial Planning

While many clients want to jump immediately to investments, there is much more to building, defending, and growing wealth. We start with our unique program, My Empowered Future ™, to provide the structures and resources that empower your financial decision making. We create specific, customized, actionable steps to follow.

Portfolio Management

On the investment side, we build and manage clients’ portfolios. We outline a clear and coherent Investment Policy Statement using our investment strategy, which gives our clients confidence to delegate the day-to-day investment allocation decisions to us. Using our ALTIUS Capital Filter™, we build an appropriate, personalized investment portfolio for your individual situation.

Over the past 38 years in the financial planning and investment business, ALTIUS President Mike Williams has developed an approach to investing that has worked well for both his clients and for himself. ALTIUS believes it is important to actually apply our advice to ourselves – or as Warren Buffet says, “to eat our own cooking”.  This is the best way to ensure our theory meets up with our practice.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  |  (303) 584-9271