Altrius Capital Management

AAltrius Capital Management, Inc. is a SEC Registered Investment Advisor (RIA) based in New Bern, North Carolina. We are your local fee-only financial planner and advisor specializing in managing individual equities and fixed income securities through our value-based, income-focused investment process. We provide wealth management, advice, retirement planning, income, and risk management for high net worth individuals, families and businesses. Altrius was founded in 1997 by James Russo after serving in the Marine Corps as a Naval Aviator.