ALTUS INVESTMENT GROUP

Overview

Altus Investment Group operates as a small, individual-owned limited liability company focused on delivering financial planning services rather than acting as a multi-product asset manager. The firm’s fee model is built around hourly charges and fixed fees, which indicates a planning-first business where advice is delivered on a project or retainer basis rather than through ongoing AUM fees. Regulatory and classification flags show it is not positioned as a capital allocator, it is not active on ESG mandates, and it does not present as a multi-state or pension-focused adviser. The combination of those attributes suggests the firm’s activity centers on client-facing planning engagements and fee-for-service advice rather than large-scale discretionary portfolio management or institutional allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices