Altus Investment Group offers investment strategies based on our clients individual needs. We utilize a variety of investment options, including exchange traded funds (ETFs) and mutual funds, to construct a diverse portfolio that focuses on client goals, risk tolerance, and personal values, rather than speculation and rash reaction to market fluctuation.
We employ both passive and active strategies, depending on our client's individual situation including time frame, tax status and size of an individual account. The availability of a passive vehicle for a particular asset class is also a factor.
We charge an asset based fee, adjusted for the complexity of the client's situation. This aligns our interests with those of our clients'.
No strategy assures success or protects against loss. Investing involves risk including loss of principal.