A complete list of active advisors currently associated with Altman Investment Management LLC
Warmer can help you find a great advisor at Altman Investment Management LLC or one who fits your needs even better.
Altman Investment Management provides customized portfolio management and occasional investment consultations for high‑net‑worth individuals as well as pension plans, trusts, estates and business entities. The firm offers both discretionary and non‑discretionary investment supervisory services and prepares client‑specific investment policy guidelines to match each client’s net worth, time horizon, liquidity needs and risk tolerance. The firm combines fundamental, technical (including charting) and macro‑economic analysis and generally emphasizes long‑term trading designed to buy securities below estimated intrinsic value — seeking a margin of safety. Portfolios are constructed from domestic and foreign equities (including ETFs), U.S. government and corporate debt, municipal securities, REITs and money market funds, with quarterly reviews and written reports to clients. Noteworthy for a firm of its size, the sole principal manages all client accounts (about 39 clients with roughly $120 million under management) and the firm publicizes third‑party ratings, a practice that is uncommon among peers. The brochure also discloses use of soft‑dollar research arrangements, the retention or negotiation of legacy fee arrangements for some clients, custody held with client‑selected custodians, and that the firm does not accept outside compensation for selling investment products.
To learn more about the advisors currently working at Altman Investment Management LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Princeton, NJ
| 19
|
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