Advisors at this firm
Christopher R
CFA®, Series 66
Wake Forest, NC
Altrius Capital Management, Inc.
Christopher Rolf is a CFA® charterholder and holds the Series 66 license, with 13 years of experience in the financial industry. He has been with Altrius Capital Management, Inc. since 2015. Altrius Capital Management serves a diverse client base including individuals, retirement plans, trusts, estates, corporations, and charitable organizations, providing discretionary investment management, financial planning, and advisory consulting. The firm employs a fundamentally based, value-oriented, and risk-managed investment process with an economics foundation, utilizing asset allocation across various securities and maintaining compliance with Global Investment Performance Standards (GIPS).
Rita H
Series 65
Ner Bern, NC
Altrius Capital Management, Inc.
Rita Hendrick Smith is a financial advisor at Altrius Capital Management, Inc. with 14 years of industry experience. She holds a Series 65 designation and has been with Altrius since 2007. Altrius Capital Management serves a diverse client base including individuals, retirement plans, trusts, estates, corporations, charitable organizations, and investment companies. The firm employs a fundamentally based, value-oriented, and risk-managed investment approach, offering discretionary investment management, financial planning, and advisory consulting services.
Maxwell G
CFP®, Series 65
Pensacola, FL
Altrius Capital Management, Inc.
Maxwell Greenberg is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Altrius Capital Management since 2022 and previously held roles at State Farm and a law office. Altrius Capital Management serves individuals, retirement plans, trusts, estates, corporations, charitable organizations, and investment companies with discretionary investment management, financial planning, pension consulting, and advisory consulting. The firm employs a fundamentally based, value-oriented, and risk-managed investment process across multiple asset classes and acts as sub-adviser to the Altrius Global Dividend ETF.
Brady G
Series 63, Series 65
Portland, ME
Altrius Capital Management, Inc.
Brady Gingrich is a financial advisor at Altrius Capital Management, Inc. in Portland, ME, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at H.I.G. Capital and Wells Fargo Securities. Altrius Capital Management serves individuals, retirement plans, trusts, estates, corporations, charitable organizations, and investment companies, providing discretionary investment management, financial planning, pension consulting, and advisory consulting. The firm employs a fundamentally based, value-oriented, and risk-managed investment approach across multiple asset classes, and acts as sub-adviser to the Altrius Global Dividend ETF.
James R
Series 63, Series 65
Novi, MI
Altrius Capital Management, Inc.
James Russo is a financial advisor with Altrius Capital Management, Inc. in Novi, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Altrius since 2000. Altrius Capital Management serves individuals, retirement plans, trusts, estates, corporations, charitable organizations, and investment companies with discretionary investment management, financial planning, pension consulting, and advisory services. The firm employs a fundamentally based, value-oriented, and risk-managed investment approach across multiple asset classes and acts as sub-adviser to the Altrius Global Dividend ETF.
