Alitus Financial Services manages investment portfolios and provides ongoing supervisory services for individuals, trusts, estates, charities, and retirement plans. Alitus Financial Services builds personalized portfolios using a value-driven investment strategy, focusing on companies with strong balance sheets, dependable earnings, and growing dividends. Alitus Financial Services also provides financial planning services covering income tax planning, cash flow and budgeting, estate planning, business planning, education planning, and insurance planning at no additional charge when clients use their investment management services. Additionally, Alitus Financial Services offers 401(k) daily valuation services for corporate retirement plans. The firm operates with discretionary authority, meaning they make trades on behalf of clients without needing prior approval for each individual transaction.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fees are subject to negotiation. The fee is split between Alitus Financial Services and the money manager, CPS Investment Advisors.