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
Attorneys, Trustees & CPAs
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.