Investment Professionals
As Finance Professionals, ASC offers advise that is tailored to your best interest, and we maintain a fiduciary relationship with our clients. ...
Defined Contribution
Retirement and Pension Consulting Services applies for asset management if any assets of the Client includes (1) pension or other employee benefit...
Wealth Planning
ASC will provide you with a portfolio of securities tailored toward appreciation in the domestic and international stock markets with the aim to...
Businesses
With proper budgeting, a business will be able to save cash and invest their extra capital in the stock market either in a taxable account or in a...
Investment Management
Wealth management, which is also known as money management and portfolio management, is for a client’s investment portfolio to contain financial...
Client Support
ASC provides friendly contacts with clients when they do business with us. As the stock markets have their own ups and downs, clients may feel...
We Support Your Financial Interest
ASC’s general investment strategy is to seek real capital growth proportionate with the level of risk the Client is willing to take. Each Client’s portfolio is treated uniquely. ASC meets with Clients to understand their investment objectives and financial status. We assist and advise the Client to determine the Asset allocation based on their investment objectives. We provide ongoing monitoring.
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Experience the Difference
Investment Professionals
As Finance Professionals, ASC offers advise that is tailored to your best interest, and we maintain a fiduciary relationship with our clients. ...
Learn moreIndividual Investors
We do things the old fashion way: we manage our clients’ accounts ourselves with direct and transparent contacts with them, and we tend not to...
Learn moreThe Best Institutions
ASC recommends stronger and more financially sound institutions for the custody of your assets. Our policy is to recommend larger brokerage...
Learn moreDefined Contribution
Retirement and Pension Consulting Services applies for asset management if any assets of the Client includes (1) pension or other employee benefit...
Learn moreCalifornia Presence Is the Key to Our Clients’ Success
Through continuing and comprehensive analysis of securities, companies, industries, markets,and world economies, ASC earns its status as a leader in the field of investment research.
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Hourly Consultation
As the social distancing mandate is upon us in California, we can have a virtual meeting. This can be done via Skype or Join.me. We can have a meeting to...
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Professional, Conservative, Ethical, Long-Term Asset Management Is Here!
ASC is a conservative asset manager, and we consider the possibilities of market crashes at all times. This is done, for example, by hedging a client’s...
Read moreLicensed California Investment Advisor
Altman Sacks Corporation is registered as an Investment Adviser with the State of California. Registration of an Investment Adviser with the State of California, SEC, or any other state securities authority does not imply any level of skill or training.
The Initial Meeting
Your initial meeting is just the start of an ongoing business relationship with us. When you decide to have ASC manage your assets, we will be in communications for investment advice based on your goals and needs for a well- diversified portfolio to manage risk.
Expert Advice
Your securities are periodically monitored, and your accounts are reviewed with you on as needed basis. Accounts are reviewed with respect to the your investment objectives. These accounts are reviewed by Benjamin Yashar. Factors that may trigger a review may include a change in your investment objectives, financial circumstances, material developments in market and economic conditions, material geopolitical events, and changes to a your personal or financial situation.
About Us – Who We Are
Altman Sacks Corporation (“ASC,” the “Advisor,” or the “Firm,”) is a California-based registered investment advisor. ASC offers Investment Advisory and Portfolio Management Services to individuals (other than high net worth individuals), high net worth individuals, trusts, estates, individual participants of retirement plans, corporations and other businesses, pension and profit-sharing plans, and charitable organizations in California for long-term investments. ASC does not offer Investment Supervisory Services to other states. If you reside in anther state, please disregard this website.Website Picture Disclosures. Except for the photographs of Benjamin Yashar, all other photographs have been purchased from Adobe. All other people whom you see in those photographs are models and/or actors and actresses — they are neither employed by ASC nor were they hired by ASC. All other pictures have been added to this website for aesthetic purposes. Neither the people who appear in those photographs nor the photographs themselves are not meant to mislead any visitor to believe that ASC is large corporation. In fact, ASC has only Benjamin Yashar as its investment advisor representative and president at this point in time. ASC does not want any visitor to this site believe that ASC is large company.