Securities & Custodians

Public securities and private assets in one portfolio.

Altius connects to over 15,000 custodians and brings in balances and transactions automatically, next to your private investments.

How it works

Your custodians

ChChaseCustodian feedConnecting…Connected

WeWells FargoCustodian feedConnecting…Connected

BaBank of AmericaCustodian feedConnecting…Connected

ChCharles SchwabCustodian feedConnecting…Connected

CiCitiCustodian feedConnecting…Connected

TDTD BankCustodian feedConnecting…Connected

Over 15,000 custodians supported

SecurityInstitutionEntityValue

US equity ETFChaseFamily Holdings LP$3.2M

Treasury notes 2030Charles SchwabFamily Holdings LP$8.9M

Corporate bond fundCitiFamily Foundation$6.1M

Global equity fundWells FargoFamily Foundation$4.4M

Total NAV$742M

Net IRR12.4%

DPI0.71x

Venture +4.1%

The next step