A link to Altius's Client Portal. The portal contains information about our clients' managed portfolios (holdings, allocation, performance) and serves as a document sharing tool for existing and prospective clients. We post invoices, quarterly reports and newsletters to the portal.
Financial Planning Portal
A link to Altius's Financial Planning Portal, MoneyGuide Pro. This portal, accessible to our clients and us, contains our clients' financial plans (goals, information, results) and allows us to collaborate with our clients on their financial plans remotely and in person. Clients can access their plans whenever they wish to from their homes and offices.
Form ADV Part 2
A disclosure document we are required to file with our regulators and provide to clients before an engagement begins. The Form ADV contains important information about our firm, including our people, services, fees and relationships.
Data Gathering Form
A form we would like you to fill out and return to us before our initial meeting.
List of Documents
A list we send you after you have engaged us as your advisor. These are the documents we will need to develop your financial plan. When ready, you can download the documents to our Client Portal or send them to us in a mutually convenient manner.
Directions to Office
The directions to our office in Bethesda. Our building is above the Bethesda Metro station, with entrances on Woodmont Avenue, the plaza near the Hyatt Hotel and the Bethesda Metro Bus Terminal.