We listen, think independently, advise & take action.

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.

How We Can Help

Investment Management

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.

Need More Information?

Want to take a closer look? Learn more about our investment approach.

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Jack Wiener

Psychoanalyst, Husband, Father, Grandfather
Upper West Side, Manhattan

How We Can Help

Integrated Financial Planning

Beyond investing, Altfest specializes in financial planning. Our analyses and retirement planning are highly sophisticated to protect your future.

Our team of financial planners are specialists in a number of areas - many holding CFP® certificates, the leading designation in the field. Using your goals as a guide, we craft the best solutions for your needs:

  • Retirement
    Planning

    Each client’s lifestyle requires distinct consideration, so we work to shape your tomorrow through retirement planning services with a personal touch.

  • Tax
    Planning

    Altfest can identify ways you may not have considered to structure your finances in tax-advantaged ways.

  • Estate
    Planning

    We give peace of mind to singles, couples and families through our advice on the best ways to share assets in the future.

  • Insurance

    Altfest assesses your insurance needs and introduces professionals who can help protect your family and business for years to come.

  • Investment
    Review

    We carefully review your current portfolio and offer smart suggestions to match your goals and reduce risk. Benefit from our Total Portfolio Management (TPM®).

  • Company
    Benefits

    Altfest will strive to understand the important issues of your compensation and benefits, including stock options, and help you optimize your benefits package.

  • Education
    Planning

    We offer innovative ideas to save and accumulate, or to benefit from tax-advantaged programs to finance education.

  • Cash Flow
    Goal Planning

    We create strategies to manage your monthly and longer-term expenses in a way that reflects your objectives.

  • Charitable
    Giving

    Learn about new approaches to supporting the organizations you care about most while managing tax and cash-flow implications.

The Altfest Approach

Want to take a deeper dive? Learn more about our comprehensive approach.

Contact Us

Troy Ocasio

Entrepreneur, Husband, Father
Long Island, New York

OUR CLIENTS

Join The Altfest Family

We work with clients in many situations, and specialize in financial guidance for women, executives, healthcare professionals — and you. Years of experience allow us to understand the distinct needs of many types of clients better than other advisors do.

At Altfest, our professionals are trained to meet the varied goals of all our clients. We have advisors who understand the enormous life challenges faced by widows and divorced persons, how to educate and engage with multigenerational families, the confusing choices business executives and health care professionals must wrestle with in diversifying their investments and more. Let us find the right approach for you.

  • YOU

  • WIDOWS AND WIDOWERS

  • EMERGING PROFESSIONALS

  • BUSINESS OWNERS

  • PHYSICIANS

  • DENTISTS

  • EXECUTIVES

  • PRE-RETIREES AND RETIREES

  • WOMEN

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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.

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