A complete list of active advisors currently associated with Altfest Personal Wealth Management
Warmer can help you find a great advisor at Altfest Personal Wealth Management or one who fits your needs even better.
Altfest provides investment management, financial planning, ERISA fiduciary services, and management of pooled investment vehicles to a mix of individuals, retirement plans, trusts, corporations, private funds and other business entities. The firm delivers primarily discretionary wealth- and portfolio-management services and prepares written or electronic financial plans tailored to clients’ stated goals and circumstances. Altfest develops individualized investment policies and asset-allocation targets and uses fundamental, technical, and cyclical analysis, ongoing monitoring, and portfolio rebalancing under oversight of an investment committee. For retirement-plan clients the firm offers both 3(21) and 3(38) fiduciary services using internet-based 401(k) platforms and provides participant education through seminars, one-on-one counseling, and a proprietary interactive video workshop. Notably, Altfest sponsors and advises multiple private pooled vehicles, including an alternative-value fund that allocates to other private funds and opportunistic public securities and a series of Arden Woods real estate funds that pursue strategies such as bidding at delinquent tax auctions; affiliated entities serve as the managing members and interests are offered pursuant to Reg D private placements that non-clients may also purchase. The firm discloses the use of performance-based incentive arrangements for certain fund investments and that principals invest alongside fund investors, and it says these conflicts are addressed through disclosure and periodic suitability reviews.
To learn more about the advisors currently working at Altfest Personal Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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