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
Peter Altman	Princeton, NJ	20

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support