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Lewis Altfest has once again been named one of Barron's "Top 100 Independent Financial Advisors" for 2015.
Financial Times again named Altfest Personal Wealth Management to the second annual list of the 300 Top Registered Investment Advisors in the Nation.
Financial Times named Karen Altfest to the inaugural list of the Top 100 Women Financial Advisors in the Nation.
Research Magazine inducted Lew Altfest into the Advisor Hall of Fame, Class of 2014.
Altfest Personal Wealth Management is a 2014 recipient of the InvestmentNews "Best Practices" award.
For a May 2014 MONEY Magazine article on pilots and their 401K plans, Lew Altfest worked with the writer analyzing portfolios, making recommendations, and offering his usual sound advice.
Lew and Karen Altfest Receive Financial Planning Magazine's 2013 Influencer Award.
NAPFA (The National Association of Personal Financial Advisors) members have voted and selected Lew Altfest as one of NAPFA's 30 Most Influential.
Lewis Altfest, Andrew Altfest and Ekta Patel received the Financial Advisor magazine "All Star Research Team" award, marking the second year in a row that Altfest advisors have been selected for this prestigous recognition
Click to read the article Lew Altfest authored about Gold in 2011 for the Wall Street Journal titled "It's a Gift, Not an Investment"
Andrew Altfest is quoted in the article "How to Play it - Bottom Feeding on Real Estate" for Reuters
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.