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 are in anther state, please disregard this website.
Statistic & Analytic
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Audit Preparation
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Management Consulting
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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...

The Industry Leader

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Investing Strategies
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Tax Optimization
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Risk Complications
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Services and Resources

Start Today with Our Specialists

We are happy to introduce some of the top specialists in finance, audit and analytics. Your investments are safe and sound!

Experience the Difference

A better tomorrow comes from wealth management through sound investment while remaining passionate for what’s advantageous to our clients. Wealth management integrates investor’s financial situations, goals, risk tolerance, personality, viewpoints, tax management, and time horizon to generate an appropriate investment strategy.

Investment Professionals

As Finance Professionals, ASC offers advise that is tailored to your best interest, and we maintain a fiduciary relationship with our clients. ...

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Individual 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...

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The Best Institutions

ASC recommends stronger and more financially sound institutions for the custody of your assets.  Our policy is to recommend larger brokerage...

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Defined Contribution

Retirement and Pension Consulting Services applies for asset management if any assets of the Client includes (1) pension or other employee benefit...

Learn more