Links & Forms

Links

Client Portal
A link to Altius’ Client Portal. The Portal contains information about our clients’ managed portfolios and serves as a document sharing tool for existing and prospective clients.

Forms

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 useful information about our firm, including our people, services, fees and relationships.

Data Gathering Form
Form under construction. Please check back.

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. You can send us originals or copies via email, fax or mail.

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.