Legal

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:

* FT 300 Disclosure: The 2017 Financial Times Top 300 Registered Investment Advisers is an independent listing produced by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

*Forbes America’s Top Women Wealth Advisors Disclosure: 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/2017/02/28/the-forbes-ranking-of-americas-top-women-wealth-advisors-methodology/#10e07712285d.

*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, revenues generated by advisors for their firms, 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, we examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Additional details regarding the criteria and process utilized in formulating these rankings can be found by at http://www.barrons.com/articles/barrons-top-1-200-financial-advisors-1488608821.

Barron’s listing of “America’s Top 100 Independent Financial Advisors” is based on assets under management, revenues generated by advisors for their firms, 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, we examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. 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.

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

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.