Altfest Personal Wealth Management

Altfest Personal Wealth Management, established in 1983, is a registered investment adviser offering personalized investment management services, financial planning, and ERISA fiduciary services. The firm manages over $1.3 billion in discretionary accounts and provides continuous advice tailored to individual client needs. Altfest offers two pooled investment vehicles, the AAVF Funds and Arden Woods Real Estate Fund, with associated management fees. Financial planning services cover various topics, including retirement planning and estate planning. The firm charges fees based on client assets, with a minimum portfolio size of $1 million. Altfest does not engage in soft dollar benefits and participates in referral programs with TD Ameritrade. The firm has a Code of Ethics and does not vote on proxy statements for clients. Altfest does not receive fees more than six months in advance and does not vote on proxy statements for clients. The firm provides comprehensive investment analysis, strategies, and risk factors to help clients make informed decisions. Altfest's investment philosophy is based on fundamental, technical, and cyclical analysis, with a focus on long-term and short-term investment strategies. Clients receive quarterly performance reports and ongoing portfolio reviews to ensure alignment with their goals. Altfest's participation in referral programs may create potential conflicts of interest, which are disclosed to clients.