Altman Investment Management
Working together with our clients, we design a dynamic investment program that best fits individual lifestyles. Altman Investment Management provides a thoughtful, highly personalized approach to money management solutions, and an average of 30+ years' experience among our managers. Our responsiveness and accessibility are integral elements of our signature process - helping our individual, family, small business and institutional clients direct their financial futures.
Our signature investment programs include: Large-Cap Value Equity, Balanced and Fixed Income. Please visit our website for more indepth information on our equity and fixed income investment philosophies.
We are committed to a long-term partnership and respect for the ultimate control you want over your assets. We deliver proven performance that's been time-tested through favorable and unfavorable markets (available upon request). Our clients benefit from direct access to their portfolio manager to discuss ideas and concerns.
Investment strategies are designed to match your goals, tax status and risk tolerance - as well as timely perspectives on fundamental issues that impact your business. We offer a strictly fee-based, cost-efficient business relationship.
Please let us know how we can help support your efforts in growing your business. We would be pleased to discuss ways to preserve the success you have worked hard to achieve., and will offer a complimentary no-obligation consultation.
33 Witherspoon Street, 2nd Floor, Princeton, NJ 08542 609-252-0048 www.altmaninvest.com