Altman Investment Management is an independent investment management firm, and a registered investment advisor with the Securities Exchange Commission. We manage customized investment portfolios for a variety of domestic and international clients, including individuals and families, trusts, retirement funds, endowments and other institutional investors. Our firm provides a thoughtful, highly personalized approach to individually managed accounts – helping clients achieve their long-term financial goals. We have successfully managed our clients’ assets through various economic cycles and from one generation to the next since our launch in 2001.
Our clients benefit from a team of dedicated and experienced investment professionals, with a solid understanding of financial markets and investing garnered over decades within the industry. As a fiduciary, our investment decisions are guided by the highest ethical and professional standards – made solely in the interest of our clients. What sets us apart is the quality, integrity and independence of our investment advice, together with our unwavering commitment to provide the highest level of personalized service.