Investors
Altius partners with family offices, accredited and high-net-worth investors, and their advisors who want a small, opportunistic slice of their portfolio (a satellite allocation) that behaves differently from the stock market. We are paid for stepping in to buy when others are forced to sell — with a deliberate safety cushion on every position.
What toExpect
Risk Framework
Our first job every day is not to lose money. Automatic rules cut exposure as losses grow, hard limits cap how much capital is ever at risk at once (our buying power), and every position has a maximum loss capped in advance — so a market shock cannot produce an open-ended loss.
Volatility Tolerance
In exchange for that discipline, you should expect your account value to swing in the short term (we report it at current market prices). The strategy aims for positive returns whether markets rise or fall, and is built to recover quickly after a decline (a drawdown).
Full Alignment
The Principal has invested substantially all of his liquid net worth alongside clients — our outcomes are the same as yours.
Resources
Request the one-pager — we send detailed materials directly to qualified investors. QEP broadly means accredited and high-net-worth investors; if you work with an advisor or manage significant assets, you likely qualify. Reach out via the contact form and we'll confirm.
Prefer to start with a conversation?
Built for accredited and high-net-worth investors, family offices, and the advisors who serve them. Reach out to request a call, email our investor relations team, or get our market commentary — written for investors and advisors.
The information on this page is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer will be made only to Qualified Eligible Persons (QEPs) via confidential offering documents. Past performance is not indicative of future results.