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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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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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.

Humility

We remain humble in our passionate pursuit of sound risk adjusted returns and in the research of companies which provide above average income. When we make mistakes, we will admit it, and take ownership and responsibility for them.

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

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.

Address: 1323 Commerce Drive New Bern, NC 28562
Phone: 252-638-7598
E-mail: LTaylor@altrius-capital.com (link sends e-mail)

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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, 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.

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 the Chief Operations Officer at Altrius Capital Management. She focuses on integrating private client advice, technology, finance and operations for the firm...

Joy G. Woods

Chief Operations Officer

Ms. Woods is the Chief Operations Officer at Altrius Capital Management. She focuses on integrating private client advice, technology, finance and operations for the firm. 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. 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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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

Chief Compliance Officer/Financial Advisor

Ms. Aitken is the Chief Compliance Officer and a Financial Advisor at Altrius Capital Management and has been with the firm since May of 2005. Ms. Aitken is responsible for providing asset allocation and financial planning advice to the firm’s high net worth clients. 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

Director of Client Service/Compliance Manager

Ms. Hendrick-Smith is the Director of Client Service and Compliance Manager with Altrius responsible for directing client service 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: 252-638-7598
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