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Altrius Capital Management

Altrius Capital Management is a Disabled-Veteran owned asset management firm that has been around for over 25 years. 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.” Unlike typical wealth managers, we conduct in-house analysis to select individual stocks and bonds for our clients to avoid hidden fees associated with ETFs and Mutual Funds. In addition, we publish our performance and remain in compliance with the Global Investment Performance Standards (GIPS®).
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Max Greenberg, CFP®
NAPFA-Registered Financial Advisor
📖Multiple Locations
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

1323 Commerce Drive New Bern, NC 28562 Phone: (919) 746-7975

Primary Office

1323 Commerce Drive New Bern, NC 28562 Phone: (919) 746-7975

Other Offices

525 S White Street Wake Forest, NC 27587 Phone: (919) 746-7977
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Call for an Appointment Savannah, GA 31405 Phone: (252) 638-7598
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51 JFK Parkway First Floor West Short Hills, NJ 07078 Phone: (201) 399-0580
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