Altfest Karen C

With over three decades of experience, including recognition by Barron's, the Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients' portfolios through myriad market conditions. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk.

In evaluating advisors, they examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors. There is no fee to participate. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Advisors who are considered have a minimum experience of seven years.