What We Do

We help our clients with:

Investment Management

  • Fee-based management of larger investment portfolios
  • Brokerage accounts for buying a wide range of investments
  • Socially responsible investments
  • Tax-efficient and tax-free* investments
  • Analysis of total holdings including 401(k)s and other brokerage accounts
  • Second opinion on portfolio diversity and composition
  • Traditional, Roth, SEP and SIMPLE IRAs
  • 529 college savings accounts
  • Separate accounts for higher net worth clients

Financial Planning

  • Retirement-oriented account management and coordination
  • College cost planning and investment growth analysis
  • Risk analysis and management to protect one’s life savings
  • Estate planning and protection
  • Retirement asset withdrawal management

Risk Protection

  • Life insurance quotes and advice
  • Long-term care insurance comparison and analysis
  • Business continuity insurance advice
  • Insurance brokerage for many companies

 

 *AMT, state and local taxes may apply

Our Goal

Through the establishment of a financial plan, we guide our clients through the myriad of financial decisions to be made.

  • Our goal is to help our clients reach their goals.
Locally Owned
Locally Owned

ALTUS INVESTMENT GROUP, LLC  |  3 N Spring St., Ste 200  |  Concord, NH 03301  |  (603) 223-6726  |  Fax: (603) 223-6785

Financial planning offered through Altus Investment Group, a registered adviser. Securities and advisory services offered through LPL Financial, A Registered Investment Adviser and member FINRA/SIPC. Altus Investment Group and LPL Financial are not affiliated.  The financial professionals associated with this site may only discuss or transact securities business with residents of the following states: CA, CO, CT, DC, FL, IN, MA, MD, ME, MS, NC, NH, NV, NY, NJ, OH, OK, SC, TX, VA, VT, AND WA.