The Altfest Advisory Newsletter

Altfest Advisory Letter: Spring 2018

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As you may know, Altfest is a fee-only advisory firm. We do not accept commissions or gifts from the funds we invest in. We only choose what we believe is best for each client on an individualized basis. ----------------- Here at Altfest, we have a corporate trustee solution available for clients seeking an established company to serve as a trustee, co-trustee or even successor trustee for their trust.

The Spring 2018 edition of The Altfest Advisory Letter features two articles from Altfest professionals. Daniel Schoenberg, JD, our Systems Administrator, authored “How Altfest Serves You Better By Being a Fiduciary.” In the article, “Altfest’s Corporate Trustee Solution,” Financial Advisor Ryan Graham, highlights a service Altfest offers for clients seeking an established company to serve as a trustee, co-trustee, or successor trustee for a trust.

Altfest-Advisory-Newsletter_Spring-2018

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