Complimentary Consultation
Forbes recognized Andrew Altfest as one of America's Top Next-Generation Wealth Advisors for 2017.
Lew Altfest again has ranked high on Barron's Top 1,200 Financial Advisors in the country for 2017.
Forbes recognized Karen Altfest as one of America's Top Women Wealth Advisors for 2017.
Lewis Altfest has once again been named one of Barron's "Top 100 Independent Financial Advisors" for 2016.
Advisory HQ listed Altfest Personal Wealth Management among the Best Financial Advisors in New York.
Karen Altfest is profiled by Investment News for her leadership and passion in "Women to Watch."
Influencer Awards: Lewis and Karen Altfest receive the Lifetime Achievement Award from Financial Planning Magazine.
Research Magazine inducted Lew Altfest into the Advisor Hall of Fame, Class of 2014.
NAPFA (The National Association of Personal Financial Advisors) members have voted and selected Lew Altfest as one of NAPFA's 30 Most Influential.
Our Investment Style

The key principles on which our investment style rests are:

  • A Focus On Long Term: This results in generally lower investment turnover, lower taxes and reduced transaction fees for you. For example, in weighing a mutual fund’s performance, we are less concerned with return over the past year than over the past three to five.
  • A Value Bias: We look for stocks and other assets that we consider sound but which are less popular at the time. That is often where the opportunities lie. We believe this approach reduces risk and increases returns over the long-term.
  • Diversification: We invest around the world and across a wide array of asset types, in a strategy designed to reduce the portfolio’s risk and capture opportunities wherever they arise.
  • Broad View: We are always looking at the economy and various “asset classes” – stocks, bonds, cash, real estate and other alternatives – to analyze individual securities and funds, with an eye towards achieving solid bottom-line results.
  • Customization: Individual tax circumstances and other special needs of our clients are taken into account in investment decision making.
  • Frequent Reviews: We regularly monitor client portfolios to ensure they continue to reflect client requirements and our best thinking.

We believe that our investment style, developed by Lewis J. Altfest over more than 30 years, not only reduces overall risk, but also leads to highly favorable, long term investment performance for you.