help-header-image
Complimentary Consultation
Lewis Altfest has once again been named one of Barron's "Top 100 Independent Financial Advisors" for 2015.
Financial Times again named Altfest Personal Wealth Management to the second annual list of the 300 Top Registered Investment Advisors in the Nation.
Financial Times named Karen Altfest to the inaugural list of the Top 100 Women Financial Advisors in the Nation.
Research Magazine inducted Lew Altfest into the Advisor Hall of Fame, Class of 2014.
Altfest Personal Wealth Management is a 2014 recipient of the InvestmentNews "Best Practices" award.
For a May 2014 MONEY Magazine article on pilots and their 401K plans, Lew Altfest worked with the writer analyzing portfolios, making recommendations, and offering his usual sound advice.
Lew and Karen Altfest Receive Financial Planning Magazine's 2013 Influencer Award.
NAPFA (The National Association of Personal Financial Advisors) members have voted and selected Lew Altfest as one of NAPFA's 30 Most Influential.
Lewis Altfest, Andrew Altfest and Ekta Patel received the Financial Advisor magazine "All Star Research Team" award, marking the second year in a row that Altfest advisors have been selected for this prestigous recognition
Click to read the article Lew Altfest authored about Gold in 2011 for the Wall Street Journal titled "It's a Gift, Not an Investment"
Andrew Altfest is quoted in the article "How to Play it - Bottom Feeding on Real Estate" for Reuters
Investment Management

At Altfest, we actively manage diversified, customized portfolios on our clients’ behalf. The firm’s bottom-line investment process is one built on disciplined analysis and experience. Having invested client money since 1983, we’ve lived through many economic cycles, and bull and bear markets, from the crash of ’87 to the roaring market of the 90’s. Our clients’ assets are held at two of the largest custodial firms, Charles Schwab and TD Ameritrade.

  • To create customized portfolios for our clients, we rely on a blend of analytical and personalized assessment: TPM™ (Total Portfolio Management), pioneered by Altfest, is a significant contribution to the field of portfolio construction. TPM™ represents holistic financial management, integrating financial planning and investment management in order to achieve the highest standard of living and quality of life possible, given a client’s tolerance for risk. We look at all the components in a person’s life, comprehensively, and develop a plan that can help each client attain his or her financial and lifestyle goals.
  • Our second key tool in portfolio analysis is listening. When clients tell us they won’t sleep at night if they perceive their portfolio is risky, we listen. When they tell us that their most important goal is to educate their children, or buy a second home upstate, or leave their high-pressure job in five years to work for a non-profit foundation, we hear and we understand. Our role is to discover what makes clients unique so we can help them imagine – and ultimately live – the life they desire.

Clients whose investments we manage also have full access to our financial planning services.