Capital Management-Money Management-Fee Only Investment Advisory Firm New Bern, NC, Short Hills, NJ, Raleigh, NC -

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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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

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OUR PROMISES

We promise to “eat what we cook” and invest side-by-side our clients, owning substantially the same stocks and bonds as you do in order to align our interests together.
We promise full transparency so you understand what you own and what you pay us - and that you’ll never pay commissions to Altrius.
We promise to invest in companies that provide steady and growing dividends, to dig deep for value and to assess risk through our top-down macro view.
We promise to view each company in which we invest not as a stock certificate to be traded in the short term, but as a long term investment in a business.
We promise to publish our performance including an annual audit and to remain in compliance with the Global Investment Performance Standards (GIPS®).
We promise to remain independent and 100% employee owned.

Core Values

Integrity

We tell our clients the truth even if it endangers our relationship or impairs our firm’s income. 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.

Humility

When we make mistakes, we will admit it, and take ownership and responsibility for them. We continually question where our investment thesis may be wrong and don’t take undue risk through hubris. We remain humble in our passionate pursuit of sound risk adjusted returns and research every investment with the diligence that an owner would–because we are owners, investing together, side-by-side our clients.

Competence

We view every security we purchase as if we are buying a piece of a business — not simply a stock certificate. We invest side-by-side our clients through our three-pronged investment process maintaining a top-down macro view to assess risk and a bottom-up, income-focused, value-driven approach.

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.

Transparency

Our private clients maintain a separate account in which you own all securities directly. With direct ownership, you have complete transparency and may view all of your positions. As we invest directly in securities researched in-house, we save our clients the additional fees and expenses of mutual funds or ETFs. Simply put, we work at the pleasure of our clients. As your account grows, we grow.

Our Team

Anu Prabhu, CFA

Ms. Prabhu is a Portfolio Manager at Altrius Capital Management. She is a member of the Investment Committee and is responsible for conducting fundamental research...

Anu Prabhu, CFA

PORTFOLIO MANAGER

Ms. Prabhu is a Portfolio Manager at Altrius Capital Management. She is a member of the Investment Committee and is responsible for conducting fundamental research, security analysis, and portfolio monitoring. Prior to joining Altrius, Ms. Prabhu was a Vice President at Wright Investors' Service for 17 years where she was a member of the equity portfolio management team, helping manage US equity portfolios and researching stocks in different sectors. She was also involved in the quantitative research process at Wright. As a member of the Investment Committee, Ms. Prabhu was involved in the asset allocation process for client portfolios including monitoring macro-economic indicators and their impact on markets. Prior to Wright, Ms. Prabhu was an investment analyst for the private banking divisions at ICICI Bank, India, and BNP Paribas, India. Ms. Prabhu received a Bachelors in Accounting and Taxation, and Masters in Business Administration with a concentration in Finance from Mumbai University. Ms. Prabhu is a CFA charter holder and a member of the CFA Society of New York.

Phone: 201-399-0580

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Lori K. Hoch, J.D.

CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER

Ms. Hoch is the Chief Operating Officer and Chief Compliance Officer at Altrius Capital Management. Prior to Altrius, Ms. Hoch served in various roles in the investment business including legal and compliance, product development and operations. Most recently, Ms. Hoch was one of four Principals of Cortina Asset Management where she was responsible for the day to day operations of the firm and also served as the Chief Compliance Officer. She also served on the firm’s Board of Directors. Ms. Hoch often serves as a frequent speaker for regulatory, operations and technology topics. Lori received her BS in Political Science and Finance from the University of Arizona and her JD from the University of Southern California Law Center.

Phone: 201-399-0580

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Gregory D. Kammerer, J.D.

Mr. Kammerer is an Executive Vice President at Altrius Capital Management. He is responsible for providing asset allocation and financial planning advice to the...

Gregory D. Kammerer, J.D.

EXECUTIVE VICE PRESIDENT

Mr. Kammerer is an Executive Vice President at Altrius Capital Management. He is responsible for providing asset allocation and financial planning advice to the firm’s high net worth clients as well as providing investment solutions for institutional clients. Prior to joining Altrius, Mr. Kammerer was Sr. Vice President of Four Springs Capital Markets, where he worked with institutions, family offices and high net worth clients looking to add net lease real estate assets to their portfolio. Mr. Kammerer spent four years at MLG Capital, a mid-market real estate investment firm, sourcing acquisitions and raising capital for their private funds. He has also consulted for family offices and entrepreneurs looking for guidance accessing the private markets and performing strategic acquisitions. Mr. Kammerer graduated with honors from Monmouth University where he was a member of the Division I Track & Field Team. He earned his J.D. from Seton Hall Law School, where he received a full academic scholarship to attend.

Phone: 201-399-0580

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Robert A. D’Angelo | Executive Vice President

Robert A. D’Angelo, CFA

Mr. D’Angelo is an Executive Vice President at Altrius Capital Management. He is responsible for providing asset allocation and financial planning advice to the firm’s high net worth clients...

Robert A. D’Angelo, CFA

Executive Vice President

Mr. D’Angelo is an Executive Vice President at Altrius Capital Management. He is responsible for providing asset allocation and financial planning advice to the firm’s high net worth clients, and is a member of the Investment Committee. Prior to joining Altrius, Mr. D’Angelo was a Vice President at AllianceBernstein for eight years in the greater New York City area where he was a member of the firm’s Private Client Services, and advised clients on asset allocation, investment strategies and financial planning. Mr. D’Angelo also spent a year at GAM Investments in New York City as an Associate Director. Mr. D’Angelo received a Bachelor of Arts in Finance from Virginia Tech and is a CFA charter holder.

Phone: 252-638-7598

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Lauren Taylor

Operations Analyst

Ms. Taylor is an Operations Analyst at Altrius Capital Management. At Altrius, Ms. Taylor is responsible for maintaining management systems while developing and implementing service initiatives for the firm’s private clients. Prior to joining Altrius in 2018, Ms. Taylor worked with Craven County Schools for eight years in various teaching positions. Ms. Taylor attended the University of North Carolina at Charlotte.

Phone: 252-638-7598

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Rebecca A. Harmon

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

Rebecca A. Harmon

TRADER/ANALYST

Ms. Harmon is a Trader and 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.

Phone: 919-746-7977

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Zachary Q. Smith, CFA

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, CFA

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.

Phone: 201-399-0580

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Joy Woods | Portfolio Administrator/Compliance Manager

Joy G. Woods

Ms. Woods is a Portfolio Administrator and Global Investment Performance Standards (GIPS) Compliance Manager with Altrius responsible for directing client service and compliance administration.

Joy G. Woods

PORTFOLIO ADMINISTRATOR/COMPLIANCE MANAGER

Ms. Woods is a Portfolio Administrator and Global Investment Performance Standards (GIPS) Compliance Manager with Altrius responsible for directing client service and compliance administration. 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.

Phone: 919-746-7977

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Chris Rolf, CFA | Executive Vice President

Christopher C. Rolf, CFA

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

Christopher C. Rolf, CFA

EXECUTIVE VICE PRESIDENT

Mr. Rolf is an Executive Vice President at Altrius Capital Management. He is responsible for providing asset allocation and financial planning advice to the firm’s high net worth clients and is a member of the Investment Committee. Prior to joining Altrius in 2015, 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.

Phone: 919-746-7977

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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.

Phone: 201-399-0580

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Separate account strategies

Global Income

Disciplined Alpha Dividend

International ADR Dividend Income

Unconstrained Fixed Income

Lastest Videos

OUR PROMISES

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:

Core Values

Our Team

Privacy Policy

GLOBAL INVESTMENT PERFORMANCE STANDARDS (GIPS®) DISCLOSURE