Atalanta Sosnoff Management offers discretionary investment advisory services for individuals, institutions, trusts, and tax-exempt funds, focusing on equity, balanced, and fixed income portfolios. Founded in 1982, the firm invests primarily in U.S.-traded large-capitalization equities and investment-grade fixed income securities using internally generated research and independent third-party analysis. Atalanta Sosnoff Management also participates in numerous wrap fee programs and unified managed account programs through various financial institutions, and acts as a sub-advisor to independent registered investment advisors. The firm emphasizes personalized portfolio management while utilizing its parent company, Atalanta Sosnoff Capital, for investment committee decisions and sub-advisory execution.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally range from 0.20% to 1.00% and are individually negotiated. Wrap and unified managed account program fees range between 0.23% and 0.50% per annum. Independent registered investment advisor client fees are generally 0.50% per annum.