FAQs


At Altman Investment Management, we always encourage comments and questions concerning our investment advisory service. Here are a few frequently asked questions and answers that may help explain what we do.

General Questions


How does an investor contact Altman Investment Management?

Who uses your services?

How much experience do your portfolio managers have?

When can I begin having Altman Investment Management as my personal investment advisor?

Are the investment accounts managed separately?

Are my assets safe?

Does Altman Investment Management charge for investment advisory services?

Can clients deposit and withdraw from the account?

Will I receive investment account statements and performance reports?

 

Investment Questions

 

What timeframe is built into your investment philosophy?

Describe the investment environments in which this equity product strategy can be expected to outperform the benchmarks.