Atalanta Sosnoff Capital provides investment management services for individuals, trusts, retirement plans, and other organizations. The firm focuses primarily on large companies and investment-grade bonds, tailoring portfolios to match each client's specific goals and restrictions. Investment decisions are handled by the firm's investment and fixed income committees, using fundamental research to select U.S.-traded securities. Atalanta Sosnoff Capital operates with the authority to make trades without asking clients first, ensuring portfolios remain aligned with agreed-upon strategies.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally range from 0.20% to 1.00% of the value of your portfolio and are individually negotiated with each client.