Altfest Advisory Letter – Fall 2017

Our New Technology Gives You A Real-Time Financial Plan That Changes With Your Life: Managing Director Paul Palazzo, CFP®, discusses how Altfest is implementing new financial planning technology to enhance the financial plan creation process.

New Altfest Socially Responsible Portfolio Helps You Make An Impact: Altfest Financial Advisor David Manukjan, CFP®, and Senior Financial Advisor David Kressner, CFP®, CFA delve into the new Altfest Sustainable Portfolio, a fully diversified portfolio of sustainable funds that also meets our rigorous investment standards.

Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.