Altrius Capital Management | Money Management and Investment -

Separate account strategies

Global Income
We believe the strategy's asset class and sector flexibility enables us to find unique investment opportunities.

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FactSheet | Commentary | Presentation
Disciplined Alpha Dividend
We seek a substantially higher dividend yield than the broader market and offer the potential for competitive upside performance in strong market environments and the potential for lower downside risk in weak environments.

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FactSheet | Commentary | Presentation
International ADR Dividend Income
We seek a substantially higher dividend yield than the broader market and offer the potential for competitive upside performance in strong market environments and the potential for lower downside risk in weak environments.

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FactSheet | Commentary | Presentation
Unconstrained Fixed Income
We invest primarily in U.S. dollar-denominated investment grade and high yield corporate issues.

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FactSheet | Commentary | Presentation
Altrius Enhanced Income fund (KEUIX)

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Lastest Videos

ABOUT US

We handle money management functions in-house. By not contracting money management tasks to outside vendors, we potentially increase income while reducing fees.
We are independent and 100 percent employee owned.
We operate on a fee only basis. No commissions - delivering unbiased advice and transparency while reducing conflicts of interest.
We claim compliance with the Global Investment Performance Standards (GIPS®) and maintain a performance track record dating to January 1, 2003.We are audited semi-annually and invest significantly in the resources and technology in order to display the performance of our firm and our clients’ portfolios.

Guiding Principles

Integrity

We invest side by side our investors and treat our clients’ assets as if it were our own maintaining a fiduciary culture based upon integrity, candor and trust. We avoid conflicts of interest working on a fee only basis and do not sell commission products.

Passion

We passionately pursue excellence investing in companies which provide above average income. We promise to demonstrate tremendous enthusiasm and drive in our endeavor to achieve solid risk adjusted returns and growth for our clients.

Competence

We communicate with our clients as candidly as possible and only offer those services which match our firm’s core competencies. We are intellectually curious often viewing crisis as an opportunity while focusing on our best ideas.

Compassion

We are compassionate and appreciate the difficulties life’s vagaries thrust upon families endeavoring to understand the values, dreams and financial pursuits of our clients.

Our Team

Christie Bonacci

Vice President and Financial Advisor

Ms. Bonacci is a Vice President and Financial Advisor at Altrius Capital Management. With a deep background in accounting, Ms. Bonacci is responsible for providing financial planning services to the firm’s clients. Prior to joining Altrius, Ms. Bonacci was responsible for financial reporting and all accounting functions for The Jessup Group. Prior to that, Ms. Bonacci served as the accountant and finance director for Annunciation Catholic Parish and School. Ms. Bonacci received a Bachelor of Science in Management with a concentration in Accounting from Park University and is a Master of Accounting candidate at UNC Kenan-Flagler.

Address: 1323 Commerce Drive New Bern, NC 28562
Phone: 252-638-7598

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Massimo Paone, AWMA

Mr. Paone is an Executive Vice President and Financial Advisor at Altrius Capital Management. He is responsible for providing financial planning advice to the firm’s clients.

Massimo Paone, AWMA

Executive Vice President and Financial Advisor

Mr. Paone is an Executive Vice President and Financial Advisor at Altrius Capital Management. He is responsible for providing financial planning advice to the firm’s clients. Prior to joining Altrius, Mr. Paone spent five years at Bank of America Merrill Lynch advising high net worth and ultra high net worth clients providing asset and liability management, financial and estate planning; he is an Accredited Wealth Management Advisor by the College for Financial Planning. Mr. Paone began his career at Ernst & Young and then completed an analyst program in debt capital markets at Unicredit Markets and Investment Banking before becoming a private equity investor and joining a Family office of the Saudi Royal family as Vice President of the Arabian Gulf Fund. Mr. Paone speaks fluent English, Italian, Spanish and Portuguese; holds a BS in Economics from Bocconi University in Milan, Italy and an MBA in finance from Duke University, The Fuqua School of Business.

Address: 4819 Emperor Blvd., Suite 400 Durham, NC 27703
Phone: 919-746-7977

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Rebecca Harmon | Trader/Operations Analyst

Rebecca A. Harmon

Ms. Harmon is a Trader and Operations Analyst responsible for portfolio monitoring, rebalancing, account reconciliation, reporting and administration. Prior to joining...

Rebecca A. Harmon

TRADER/OPERATIONS ANALYST

Ms. Harmon is a Trader and Operations Analyst responsible for portfolio monitoring, rebalancing, account reconciliation, reporting and administration. Prior to joining Altrius in 2012, she spent two years as a team member with AmeriCorps Project Power and two years as an elementary education teacher. Ms. Harmon received a Bachelor of Arts in Elementary Education from the University of North Carolina at Asheville and is currently working toward a Master of Public Affairs at Western Carolina University.

Address: 1323 Commerce Drive New Bern, NC 28562
Phone: 919-746-7977
E-mail: bharmon@altrius-capital.com (link sends e-mail)

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Zachary Q. Smith

Mr. Smith is a Portfolio Manager at Altrius Capital Management. At Altrius, Mr. Smith is a member of the Investment Committee and is responsible for conducting fundamental research...

Zachary Q. Smith

PORTFOLIO MANAGER

Mr. Smith is a Portfolio Manager at Altrius Capital Management. At Altrius, Mr. Smith is a member of the Investment Committee and is responsible for conducting fundamental research, security analysis, and portfolio monitoring. Prior to joining Altrius in 2011, Mr. Smith received a Bachelor of Science in Business Administration with a concentration in finance from American University, and earned a Master of Science in Political Theory from the London School of Economics and Political Science.

Address: 51 JFK Parkway, First Floor West Short Hills, NJ 07078
Phone: 201-399-0580
E-mail: zsmith@altrius-capital.com (link sends e-mail)

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Joy G. Woods

Ms. Woods is an Equity/Fixed Income Trader and Account Analyst at Altrius Capital Management. At Altrius, Ms. Woods is a member of the Investment Committee and is...

Joy G. Woods

TRADER/ACCOUNT ANALYST

Ms. Woods is an Equity/Fixed Income Trader and Account Analyst at Altrius Capital Management. At Altrius, Ms. Woods is a member of the Investment Committee and is responsible for conducting portfolio monitoring, rebalancing and account research. Prior to joining Altrius in 2014, Ms. Woods worked as a Performance Specialist for eight years with Franklin Street Partners and as Team Leader in Trust Operations for seven years at SunTrust Bank. Ms. Woods received a Bachelor of Arts in Economics from the University of North Carolina at Chapel Hill and a Master in Business Administration from Campbell University.

Address: 4819 Emperor Blvd., Suite 400 Durham, NC 27703
Phone: 919-746-7977
E-mail: jwoods@altrius-capital.com (link sends e-mail)

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Chris Rolf, CFA | Executive Vice President/Financial Advisor

Christopher C. Rolf, CFA

Mr. Rolf is an Executive Vice President and Financial Advisor at Altrius Capital Management. He is responsible for providing asset allocation and financial planning advice...

Christopher C. Rolf, CFA

EXECUTIVE VICE PRESIDENT/FINANCIAL ADVISOR

Mr. Rolf is an Executive Vice President and Financial Advisor at Altrius Capital Management. He is responsible for providing asset allocation and financial planning advice to the firm’s high net worth clients, and a member of the Investment Committee. Prior to joining Altrius, Mr. Rolf was a Vice President at Lenox Advisors for three years where he was a member of the firm’s Investment Committee, and advised clients on asset allocation, investment strategies and financial planning. Mr. Rolf spent five years at Morgan Stanley in their Private Wealth Management group. He also worked for Congressman Dave Camp in Washington D.C. Mr. Rolf graduated from the University of Michigan where he was a four-year letter winner and Captain on the Varsity Tennis Team. He received his MBA in Finance from Indiana University and is a CFA charter holder.

Address: 4819 Emperor Blvd., Suite 400 Durham, NC 27703
Phone: 919-746-7977
E-mail: crolf@altrius-capital.com (link sends e-mail)

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Tara L. Hughes, CPA CGMA

Ms. Hughes is an Executive Vice President and Financial Advisor at Altrius Capital Management. With a deep background in accounting, Ms. Hughes is responsible for providing financial planning...

Tara L. Hughes, CPA CGMA

EXECUTIVE VICE PRESIDENT/FINANCIAL ADVISOR

Ms. Hughes is an Executive Vice President and Financial Advisor at Altrius Capital Management. With a deep background in accounting, Ms. Hughes is responsible for providing financial planning services to the firm’s high net worth clients. Prior to joining Altrius in 2010, Ms. Hughes was responsible for financial reporting as an Accounting Director at Carteret General Hospital for six years. Ms. Hughes is a CPA and member of the North Carolina Association of CPAs and the American Institute of Certified Public Accountants (AICPA). Ms. Hughes received a Bachelor of Science in Accounting with a minor in Finance from West Virginia University Institute of Technology.

Address: 1323 Commerce Drive New Bern, NC 28562
Phone: 919-746-7977
E-mail: thughes@altrius-capital.com (link sends e-mail)

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James M. Russo

Mr. Russo founded Altrius Capital Management in 1997 and serves as Chief Investment Strategist and Portfolio Manager for the firm's income based investment strategies.

James M. Russo

FOUNDER/CHIEF INVESTMENT STRATEGIST

Mr. Russo founded Altrius Capital Management in 1997 and serves as Chief Investment Strategist and Portfolio Manager for the firm's income based investment strategies. Prior to launching Altrius, Mr. Russo served as a Naval Aviator in the United States Marine Corps. Mr. Russo received a Bachelor of Science in Economics from the United States Naval Academy, was captain of the Academy’s boxing team and named a two-time NCBA All-American.

Address: 51 JFK Parkway, First Floor West Short Hills, NJ 07078
Phone: 201-399-0580
E-mail: jrusso@altrius-capital.com (link sends e-mail)

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Andrea L. Aitken

Ms. Aitken is the Chief Operations/Compliance Officer for Altrius Capital Management and has been with the firm since May of 2005. Ms. Aitken focuses on integrating private client advice...

Andrea L. Aitken

CHIEF OPERATIONS/COMPLIANCE OFFICER

Ms. Aitken is the Chief Operations/Compliance Officer for Altrius Capital Management and has been with the firm since May of 2005. Ms. Aitken focuses on integrating private client advice, technology, finance and operations for the firm. Prior to Altrius, Ms. Aitken served as a Financial Specialist and Financial Center Manager with Wachovia for over three years. Ms. Aitken attended Central Michigan University in Mount Pleasant, MI.

Address: 51 JFK Parkway, First Floor West Short Hills, NJ 07078
Phone: 201-399-0580
E-mail: aaitken@altrius-capital.com (link sends e-mail)

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Rita A. Hendrick-Smith

Ms. Hendrick-Smith is the Director of Operations with Altrius responsible for account and compliance administration. Prior to joining Altrius in 2001, she spent seven years with the Federal...

Rita A. Hendrick-Smith

DIRECTOR OF OPERATIONS/COMPLIANCE MANAGER

Ms. Hendrick-Smith is the Director of Operations with Altrius responsible for account and compliance administration. Prior to joining Altrius in 2001, she spent seven years with the Federal Government and seventeen years with Eastman Kodak in varied customer-oriented positions including purchasing, accounts payable, credit/collections and leasing.

Address: 1323 Commerce Drive New Bern, NC 28562
Phone: 919-746-7977
E-mail: rsmith@altrius-capital.com (link sends e-mail)

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Separate account strategies

Global Income

Disciplined Alpha Dividend

International ADR Dividend Income

Unconstrained Fixed Income

Altrius Enhanced Income fund (KEUIX)

Lastest Videos

ABOUT US

Founded in 1997, Altrius is derived from the Latin word altus and the English word altruism. Together, these two words convey the ideal of "reaching ever higher, placing the welfare of our clients before our own."

Among the many ways we differ from most investment advisory firms:

Guiding Principles

Our Team

Privacy Policy

Global Investment Performance Standards (GIPS®) Disclosure