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ArticleBarron's Turns to Lew Altfest for Investment Advice

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Lew Altfest answers whether there are any mutual funds better than ETFs.

 

Are There Any Mutual Funds Left That Are Better Than ETFs? | Barron’s (barrons.com)

Investment advisory services provided by Altfest Personal Wealth Management (“APWM”). All written content on this site is for information purposes only. Opinions expressed herein are solely those of APWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

Lewis J. Altfest, CFA, CFP, CPA, PFS, Ph.D
Chief Executive Officer at Altfest Personal Wealth Management | View All Posts

Lew directs the firm’s Investment and Leadership Committees and leads the Portfolio Action Group which sets investment strategy for client portfolios.  Prior to founding the firm in 1983, he was a General Partner and Director of Research for Lord Abbett & Co., a large mutual fund and investment management company that manages more than $100 billion in assets. Lew has repeatedly been recognized for his sustained vision, outstanding leadership and client commitment.

Lew lectures frequently to investors, pre-retirees and retirees as well as to other financial professionals.  Lew received his Ph.D. from the Graduate Center of the City University of New York (CUNY). He has an MBA from New York University and a BBA from Baruch College. He also holds the CFA, CFP®, CPA and PFS designations.

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