Other firms may put their profits first — Altfest puts you first.
Only by placing you at the core of everything we do can we truly meet your needs. And we do this by learning about you and your family and providing fully objective advice, deep experience and strong fundamentals in fee-only custom financial planning and investment management. From its founding, Altfest has been a pioneer in fee-only services that replace commissions with putting the client’s best interest first.
Investment decisions at Altfest are made for each client using a comprehensive, personal, and truly objective approach.
We take a value-oriented view, strive to reduce risk and use independent ideas to seek portfolio growth. The award-winning investment committee, led by founder Lew Altfest, shapes and manages your assets in several distinctive ways. Here’s how we tailor your account to meet your specific needs.
How we tailor your account
First, we will help determine your time horizon, spending, risk tolerance and vision for the life you want for yourself and your family. With that important roadmap in hand, we evaluate your assets, compensation and property ownership to design a portfolio that maximizes tax benefits.
Then we take care of all the details: opening and transferring your accounts, making investment transactions and handling the recordkeeping aspects of managing your assets.
Simply put, we believe our system of active management is a unique combination of finding value and managing risk that drives portfolio performance. It is a hallmark of our investment philosophy that we believe serves clients well.
Our overall approach to investing, and to managing risk in particular, is different — and we believe better. We place as much emphasis on risk as on return. Our investment department carefully examines your risk tolerance on an asset-by-asset basis, then looks at it from an overall account point of view. Selecting the most attractive investments for your risk tolerance can result in safer outcomes.
Our steps to adjust your investments for risk can bring about a measurable decline in overall portfolio risk without automatically reducing your returns. In some cases, our decisions can even raise them.
TPM® stands for Total Portfolio Management, a proprietary investment and financial planning tool at Altfest that reflects the integrated approach we apply to our clients’ financial lives, as well as the rigor of our analysis. Rather than designing a portfolio in isolation, we use TPM® to take into account all your assets and liabilities, and include future earnings, spending requirements and life goals.
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Psychoanalyst, Husband, Father, Grandfather
Upper West Side, Manhattan
Each client’s lifestyle requires distinct consideration, so we work to shape your tomorrow through retirement planning services with a personal touch.
Altfest can identify ways you may not have considered to structure your finances in tax-advantaged ways.
We give peace of mind to singles, couples and families through our advice on the best ways to share assets in the future.
Altfest assesses your insurance needs and introduces professionals who can help protect your family and business for years to come.
We carefully review your current portfolio and offer smart suggestions to match your goals and reduce risk. Benefit from our Total Portfolio Management (TPM®).
Altfest will strive to understand the important issues of your compensation and benefits, including stock options, and help you optimize your benefits package.
We offer innovative ideas to save and accumulate, or to benefit from tax-advantaged programs to finance education.
We create strategies to manage your monthly and longer-term expenses in a way that reflects your objectives.
Learn about new approaches to supporting the organizations you care about most while managing tax and cash-flow implications.
The Altfest Approach
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Entrepreneur, Husband, Father
Long Island, New York
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Altfest is proud to offer personalized financial planning and investment management services that are catered to each individual's unique needs.
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Only by placing you at the core of everything we do can we truly meet your needs. We’ve found that the most successful solutions begin by asking the right questions.Get in Touch