Relationships Matter

At Altman Investment Management, we specialize in designing and actively managing investment portfolios for individual and institutional clients who want to preserve and grow their wealth. We manage each relationship and portfolio on an individualized basis. As compared to pooled assets, separately managed accounts mean that clients benefit from greater flexibility and a dynamic process.

We customize investment portfolios to match each of our clients’ objectives – maximizing tax efficiency, ensuring risk-appropriateness and addressing changes in their lives. We are able to create investment strategies that reflect our clients’ values, as well as their current and future cash flow needs. As their trusted “navigators”, we can change course as needed, and redirect our focus.

Individuals & Families

The individuals and families we serve come to us for many different reasons, but they all benefit from a highly personal investment management experience. Our clients often seek our services when they are faced with one or more of these life stage events or financially-challenging situations:
  • Affording children’s college tuition

  • Retirement preparation

  • Recently widowed, trust guidance

  • Business exit, reinvestment

  • Inheritance management

  • Divorce related financial guidance

  • Endowment, foundation or pension management

  • Career transition and related 401(k) to IRA rollover guidance

  • Investment portfolio design and management for entrepreneurs

  • Downturn opportunity

  • Do-It-Yourself investor now ready for professional guidance

  • Charitable remainder trust management

Institutional Investors

Altman Investment Management works closely with pension plans, non-profit endowments and foundations, and other organizations, to address their distinctive investment policies and objectives. Our portfolio managers have extensive experience working with clients such as local governments, hospitals, medical practices, small businesses and faith-based organizations. We therefore understand the unique needs and cultures of diverse institutions and communities.

Attorneys, Trustees & CPAs

We work closely with attorneys, trustees and accountants as partners in serving the financial needs of their clients. They often approach us when searching for an investment professional to manage their client’s assets. Together, we form a team of trusted advisors, working in concert on the clients’ behalf. We see ourselves as helping to broaden your client relationship, providing a customized and dynamic investment process, and offering in-depth knowledge of economic and market conditions to help you and your clients make informed decisions.

How We Can Work With You

We are committed to a dynamic, long-term relationship with our clients. We understand the importance of having a customized and flexible investment program that reflects your risk tolerance, changing financial needs and life circumstances. With your goals at the forefront, our investment process begins with an overview of our investment policy guidelines and portfolio construction process. We also recognize that regular and spontaneous communication is a priority. We take the time to make our investment strategies clear to you throughout the life of our relationship.

As we continuously monitor your portfolio and capital market issues, we provide regular comprehensive investment statements and reports that complement our person-to-person communication. And as a registered investment advisor, we present client and composite performance in accordance with the standards of the GIPS/Association for Investment Management and Research (AIMR). Our Customer Relationship Summary provides helpful information on working with our firm.

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