Altfest Recognized by InvestmentNews
We are excited to announce that Altfest Personal Wealth Management has been named a 2019 Best Places to Work for Financial Advisers by InvestmentNews. Altfest was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.
Altfest strives to provide a collegial atmosphere where our employees can use their professional and interpersonal skills to work as a team to provide clients with the highest level of service. As we are a fee-only firm, success with Altfest is not driven by sales or commissions. We encourage active staff interaction, analytical and independent thinking, sharing ideas, creativity, and continuous improvement. Altfest staffers work together in a spirit of mutual respect, and see each other as critical to the firm’s success. It’s our corporate culture.
InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the inaugural survey and recognition program. The list is a first of its kind for the financial advice industry.
“InvestmentNews is pleased to recognize firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice,” said Suzanne Siracuse, CEO/Publisher, InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”
To learn more about the InvestmentNews 2019 75 Best Places to Work for Financial Advisers, please go to InvestmentNews.com/BestPlaces.
Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
Altfest Personal Wealth Management
Altfest has, from its founding in 1983, always been fee-only and a fiduciary. Altfest does diligent research in an effort to ensure every investment choice for each client is correct for that client in terms of cost, risk and prospects for future performance.