Investment Management
Your money should be managed with intention. Not impulse.
At Alitus, investment management is more than picking stocks. It’s about building a strategy that respects your goals, manages your risk, and adapts with your life. We act with purpose and avoid the noise — so your portfolio isn’t just growing, it’s doing its job.
Portfolio management may include:
Risk-aware portfolio construction
Asset allocation based on long-term objectives
Tax-efficient investing strategies
Retirement income and distribution planning
Diversification across asset classes
Ongoing monitoring and rebalancing
Integration with your broader financial plan
Our time-proven process.
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Listen and Learn
We want to know what you're building, what you're protecting, and how you define success. Your portfolio should reflect your values, priorities, and long-term vision — not a generic model or a one-size-fits-all risk score.
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Map and Align
Once we understand your world, we build a strategy that fits it. That means a portfolio aligned with your goals, time horizon, tax situation, and tolerance for risk. Every allocation has a reason. Every decision connects back to the plan. It’s built to serve your life, not chase a benchmark.
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Monitor and Adjust
Investing well requires discipline. We monitor your portfolio consistently, make adjustments when they matter, and help you stay grounded when the market gets noisy. You’ll never have to wonder if we’re paying attention — and you’ll never feel pushed to react when patience is the wiser path.
This isn’t about beating the market. It’s about aligning your money with what matters most.
It’s easy to get swept up in market news and quarterly chatter. At Alitus, we help you tune that out.
Your portfolio exists to serve your goals — not outperform your neighbor.
Our role is to keep you anchored when markets ebb and flow, and agile when your life evolves. That means proactive reviews, tax-aware decisions, and a strategy designed to last.
One advisor.
Every angle covered.
Let’s simplify the complex and put every piece of your financial life to work — together.
Where portfolios
are personal.
Start a conversation. We’ll listen, learn, and help you make the next right decision.
Complete the form and we’ll connect with you to learn more and take the next step together.
We take a comprehensive view of your entire financial life, bringing together taxes, investments.
GMR Capital Management LLC dba Alitus Financial (“the Firm”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Advisory services are offered to clients only where the Firm and its representatives are properly licensed or exempt from licensure. The Firm is a member of an independent alliance of registered investment advisers who, from time to time, utilize the services of CPS Investment Advisors (“CPS”) as a third-party investment manager. CPS is an independent investment adviser, registered with the Securities and Exchange Commission, and is not affiliated with the Firm. The Firm may recommend or allocate client assets to CPS as part of its investment management services. In such cases, CPS is responsible for the day-to-day investment management of those assets, subject to the Firm’s ongoing oversight. The Firm conducts due diligence on CPS but does not control or supervise CPS’s investment decisions. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Nothing on this website should be construed as personalized investment advice or a solicitation to engage in a particular investment strategy. Any investment decision should be made after careful consideration of your individual financial situation and in consultation with qualified professionals.