thought leadership

The Altfest Advisory Letter
Fall 2017


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Altfest Advisory Letter – Fall 2017

Our New Technology Gives You A Real-Time Financial Plan That Changes With Your Life: Managing Director Paul Palazzo, CFP®, discusses how Altfest is implementing new financial planning technology to enhance the financial plan creation process.

New Altfest Socially Responsible Portfolio Helps You Make An Impact: Altfest Financial Advisor David Manukjan, CFP®, and Senior Financial Advisor David Kressner, CFP®, CFA delve into the new Altfest Sustainable Portfolio, a fully diversified portfolio of sustainable funds that also meets our rigorous investment standards.



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