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Dates of Lew Altfest’s awards listed in bio:

“Best Financial Advisers” in the country – Barron’s 2007, 2008, 2009, 2010, 2011, 2013, 2014, 2015, 2016, 2017; Money 1987; Worth 2008; Mutual Funds 2002; Medical Economics 1998, 2000, 2002, 2004, 2006, 2008, 2010, 2011, 2012, 2013; and Dental Practice 2011, 2012, 2013 magazines.

Lew Altfest Answers Almost All Your Questions About Money named one of the best financial planning books – Money magazine 1994

 

Dates of Karen Altfest’s awards listed in bio:

Lew Altfest Answers Almost All Your Questions About Money named one of the best financial planning books – Money magazine 1994

One of the “Best Financial Advisers” in the United States – Worth magazine 1996, 1997, 1998

One of the “120 Best Financial Advisers” – Medical Economics magazine, June 2000

“Planner of the Month” – Mutual Funds magazine, June 2002

One of “100 Top Advisors” – Mutual Funds magazine, September 2002

 

Disclosure Regarding Awards:

* InvestmentNews’ 40 Under 40 recipients are selected after a review of key criteria editorial staff have used to weigh the average 1,000 nominations received each of this project’s five years, including accomplishment to date, contribution to the industry, leadership and promise. There is no fee to participate in the ranking.

*Forbes’ Top Women Wealth Advisors developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of advisors with a minimum of seven years of experience & weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate.

*Forbes’ Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained via phone and in-person due diligence interviews, and quantitative data. Advisors who are considered have a minimum experience of seven years. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their business and in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate.

*Barron’s America’s Top 100 Independent Financial Advisors is based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at http://www.barrons-conferences.com/advisor-rankings.html

*Barron’s state-by-state listing of America’s Top 1,200 Financial Advisors lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. The rankings are based on assets under management, revenue generated by advisors for their firm, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. There is no fee to participate. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at http://www.barrons-conferences.com/advisor-rankings.html

*Forbes’ ranking of America’s Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of professionals with a minimum of four years relevant experience. Factors reviewed include revenue trends, assets under management, compliance records, industry experience and best practices. Also, interviews are held via telephone and in-person conversations. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. There is no fee to participate.

*The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at https://www.forbes.com/sites/rjshook/2019/02/20/forbes-best-in-state-wealth-advisors-methodology-2019/#3ac8af774ed1

*Crain’s Custom editors choose candidates based on their professional, civic and philanthropic achievements. For Notable Women in Finance, they only considered candidates working in asset management, banking, capital markets or credit cards who worked within the five boroughs of NYC. They often try to choose candidates who greatly contribute to the advancement of women in their workplace or industry as a whole.
The Family Business Awards program honors family businesses that make up the backbone of the American economy. Companies must be family owned and operated, headquartered in New York, and generate a minimum of $2.5 million in annual revenue. There is no fee to participate in the ranking. Honorees are evaluated and chosen by an independent panel of local business leaders and assessed based on their company governance, growth, internal processes and building a legacy.

* Details regarding Advisory HQ’s selection methodology can be found at http://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/

*InvestmentNews’ Top 20 Most Influential Women to Watch in 2016 eligibility criteria establishes that a recipient has demonstrated success and leadership in the financial advisory industry, has the ability to effect change in the industry, has exhibited a willingness to share her expertise with others through mentorship and public speaking, has a record of serving as a role model to other female professionals, and has given back to her community. There is no fee to participate in the ranking.

*The “30 Most Influential” program recognizes NAPFA members and staff who have made an impact on fee-only financial planning, the group and their peers since NAPFA’s founding in 1983.

*InvestmentNews’ and Invest in Others Charitable Foundation presents the Community Leadership Award to a financial advisor who has shown remarkable charitable leadership and personal commitment.

*IMPACT Award Nominations are made by industry professionals and judged by a panel of recognized experts. The IMPACT Awards recognize independent investment advisors who have fundamentally changed the financial services landscape by providing independent advice to affluent investors. There is no fee to participate in the ranking. Established by Schwab Institutional, this award recognizes these contributions by honoring advisors who have advanced the industry through their visionary leadership, operational excellence and technology innovation.
AdvisoryHQ’s ranking methodology is based on a wide range of filters including fiduciary duty, level of customized service, and history of innovation. There is no fee to participate.

*The Financial Times 300 Top Registered Investment Advisers list is independently produced by Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and FT’s research. The listing reflects each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. There is no fee to participate.

*The Financial Times Top 100 Women Financial Advisors list is independently produced by Financial Times. Advisers have to manage at least $200 million in assets under management (AUM) and have 10 years of experience. Qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, experience, industry certifications and online accessibility. There is no fee to participate.

*The Financial Advisor ranking of leading Registered Investment Advisors in the US looks at year end assets under management of RIAs, publishing a ranked list by AUM. There is no fee to participate.

*Research Magazine inducts Advisor Hall of Fame honorees who pass their screening process, have served a minimum of 20 years in the industry, have acquired substantial assets under management, have demonstrated superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession. There is no fee associated with securing this honor.

*The Financial Planning Influencer Award is presented to a practitioner who has made significant contributions to the financial planning profession. The Lifetime Achievement Award is given for advancing the industry throughout the course of a recipient’s career, thus changing financial planning for the better. There is no fee associated with consideration of this honor.

*Medical Economics’ 150 Best Financial Advisors for Doctors list highlights advisors with expertise in working with doctor clients. The publication reviews peer references, conducts a background check, & reviews data submitted by the advisor. A particular focus is given to fee-only financial advisors due to their objective advice.

*Dental Practice Report’s Best Financial Advisors for Dentists list reviews recommendations from dentists and conducts a review of the advisor’s professional conduct to ensure that there are no disciplinary action against the advisor. Candidates must have 10 years of professional experience and submit a questionnaire that highlights credentials, achievements, and information regarding work with dentists.

*The InvestmentNews Best Practices awards recognize top-performing firms that are run by people with a long-term vision for their organizations and an ongoing commitment to improving as well as enhancing their businesses. Recipients are all participants in InvestmentNews’ Research initiatives and chosen based on their rate of growth, profitability and productivity levels. There is no fee to participate in InvestmentNews’ Research initiatives.
Nominations for an All-Star Research Team are sought from readers of Financial Advisor and Private Wealth Management magazines as well as from attendees of the Fiduciary Research Manager Summit. Nominations from individuals outside a nominee’s firm are weighted far more heavily than those who were nominated by themselves or their partners. There is no fee to participate in the ranking. Frequency of a nomination also played a role in selection. While the top nominees have different investment philosophies and disciplines, they all have a practice or strategy that sets them apart. There is no fee to participate in the nomination process.

*Wealth Manager identified the Top 50 Distinguished Women in Wealth Management by reviewing the net positive impact candidate have had on the wealth management profession, particularly through leadership and mentorship. There is no fee to participate in the recognition.

*The AdvisorOne (previously known as Wealth Manager) Top Wealth Manager ranking is an independent listing of Registered Investment Advisors. Applicants submit a thorough application, which includes assets under management, firm growth, client retention, and multi-year growth. There is no fee to participate in the ranking.

*Worth’s Top 250 Wealth Advisors award requires nominees to have a minimum of 10 years of experience. Nominations, compensation structure, client retention, professional designations, and professional longevity are some of the criteria reviewed. There is no fee to participate in the ranking.

Rankings and recognition by unaffiliated publications should not be construed by a client or prospective client as a guarantee that Altfest will provide a certain level of results in client accounts nor should they be construed as current or past endorsements of Altfest by clients. Listed publications base their selection on publicly available information. Altfest is not responsible for any content prepared by outside publications regarding the products or services offered by Altfest.

 

Disclosure:

Altfest Personal Wealth Management is a Registered Investment Advisory firm registered with the United States Securities and Exchange Commission, Washington, D.C. In addition, the firm maintains a “Notice Filing” with the states of New York, New Jersey, Connecticut, Arizona, California, Florida, Illinois, Louisiana, Maryland, Massachusetts, New Hampshire, Pennsylvania, Texas, Vermont, and Virginia. Altfest Personal Wealth Management may not provide investment advisory services to any resident of states in which the firm does not maintain a notice filing. The presence of this website on the Internet shall in no direct or indirect fashion be construed or interpreted to suggest that the firm is offering to sell or soliciting to provide investment advisory services to residents of any state or states in which the firm is not maintaining a notice filing.

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.