Aristotle Capital Management manages investment portfolios for institutional clients, high-net-worth individuals, and private funds. The firm offers several strategies, including Value Equity, International Equity, Global Equity, Dividend Equity, and Enhanced Dividend Equity, utilizing a fundamental value-oriented investment approach. Aristotle Capital builds tailored portfolios based on each client's specific investment objectives, time horizons, risk tolerance, liquidity needs, and tax considerations. In addition to separately managed accounts, the firm participates in wrap fee and model delivery programs through third-party sponsors and acts as an investment adviser or sub-adviser for various mutual funds and collective investment trusts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fees for separately managed accounts range from 0.30% to 1.00% depending on factors such as account size and strategy. Fees are negotiable.