Zac Smith

Zachary Q. Smith, CFA, is a Portfolio Manager at Altrius Capital Management, Inc., based in Austin, TX. As a member of the investment committee, he is responsible for conducting fundamental research, security analysis, and overseeing portfolio monitoring for the firm. His mandate includes developing investment strategies and evaluating equity and fixed income opportunities in both domestic and global markets, with a primary focus on dividend income and value-oriented investment approaches.

Mr. Smith joined Altrius in 2011 and has built extensive expertise in multi-asset portfolio construction, asset allocation, and macroeconomic analysis. He covers a broad array of sectors, including U.S. and international equities, income-producing securities, and value stocks, consistently prioritizing fundamental analysis and high-quality income generation for client portfolios.

He holds a Bachelor of Science in Business Administration with a concentration in finance from American University and a Master of Science in Political Theory from the London School of Economics and Political Science. As a CFA charterholder, Mr. Smith is recognized for his analytical acumen and commitment to disciplined, client-focused investment management.