Altfest Advisory Letter - Fall 2017
Our New Technology Gives You A Real-Time Financial Plan That Changes With Your Life: Managing Director Paul Palazzo, CFP®, discusses how Altfest is implementing new financial planning technology to enhance the financial plan creation process.
New Altfest Socially Responsible Portfolio Helps You Make An Impact: Altfest Financial Advisor David Manukjan, CFP®, and Senior Financial Advisor David Kressner, CFP®, CFA delve into the new Altfest Sustainable Portfolio, a fully diversified portfolio of sustainable funds that also meets our rigorous investment standards.