Altman Sacks Corporation

Altman Sacks Corporation provides investment supervisory and portfolio management services to a range of clients, including individuals, high‑net‑worth individuals, trusts, estates, retirement plan participants, corporations, pension and profit‑sharing plans, and charitable organizations. Offerings described in the brochure include discretionary and non‑discretionary portfolio management, retirement and pension consulting, and the selection of outside advisers or sub‑advisors.

The firm emphasizes a long‑term, tactical asset‑allocation approach that draws on fundamental, quantitative, and qualitative analysis and is adjusted in response to changing U.S. and global economic conditions. Typical recommendations noted include ETFs, individual equities, and precious metals, with bonds, cash positions, and shorter‑term trades used as needed for rebalancing or to meet client objectives; accounts are monitored on a regular basis.

What is distinctive for this manager is that, in addition to the more common asset‑based investment supervisory fees, it also offers hourly‑billed portfolio management engagements for non‑continuous advisory work, a billing approach that is uncommon among peers. The firm’s advisory activities are operated alongside a separate computer programming consultancy and external employment of the firm’s principal, and the brochure discloses that consulting and dividend income currently supplement advisory revenue, which can affect time allocation and create potential conflicts of interest.