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Altman Advisors | Building Financial Legacies Across Generations

Asset Management

Risk aware. Tax efficient. Results-Focused.Our portfolios are tailored to your goals, risk tolerance, and time horizon, and are built with tax efficiency, downside protection, and multigenerational outcomes in mind.

Maximizing returns through proven expertise

Strategic Investment

Employing bottom-up security selection, we construct diversified portfolios along the efficient frontier to target the highest expected returns for each client’s specific risk profile.

Risk Management

Portfolios are thoughtfully balanced to limit concentration in particular holdings and incorporate variation across market capitalizations, geographies, and investment strategies.

Performance Tracking

The historical performance of our eight core investment portfolios reflects our commitment to disciplined management, continuous oversight, and alignment with our clients’ evolving financial lives.

  • Our Investment Strategies

Our Investment Strategies

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Core Equities

Combines quantitative screening with fundamental research to identify growth-oriented companies trading at reasonable valuations.

2/8

Aggressive Strategy

Targets 80% equities, aiming for long-term growth with higher risk tolerance. Includes bonds and other alternatives to manage volatility.

3/8

Moderately Aggressive Strategy

Aims for strong growth with 70% equities and 30% bonds and other alternatives for diversification.

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Moderate Strategy

Seeks steady growth with 55% equities and 45% bonds and other alternatives for moderate risk and return.

5/8

Moderately Conservative Strategy

Focuses on preserving capital with some growth, allocating 40% to equities and 60% to bonds and other alternatives.

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Conservative Strategy

Designed for wealth preservation with low volatility, this strategy holds 30% equities and 70% bonds and other alternatives.

7/8

Fixed Income Strategy

Emphasizes income and capital preservation via carefully chosen credits, including tax-advantaged municipal bonds for high income earners.

8/8

Cash Management Strategy

Invests in short-term bonds selected for credit quality, liquidity, and overall financial strength.

disciplined process for lasting outcomes