At Altus Investment Group, we provide comprehensive investment management strategies coupled with on-going financial planning, helping our clients work towards a sense of well-being surrounding their financial situation.
We believe financial planning is integral to a sound investment plan and invest our clients’ money based on their needs and tolerance for risk, rather than speculation. We are proud to offer our clients the ability to invest based upon their personal values by employing environmental, social and governance screens. We employ both active and passive management strategies based on the individual client needs.
We greatly value our clients and work to maintain long-term relationships, through our commitment to client service, transparency and personal connection. We are compensated by a fee based on client assets, which aligns our interests with our clients’.
We focus on three core services: