Aristotle Atlantic offers investment management services, including Large Cap Growth, Core Equity, and Focus Growth strategies. They work with clients to establish investment objectives and manage portfolios to meet those goals. Aristotle Atlantic also serves as a sub-advisor to mutual funds and model delivery programs. The firm tailors advisory services to individual client needs, managing accounts according to investment objectives and any client-placed restrictions.
Fee Structure
Aristotle Atlantic charges an annual management fee for separately managed accounts, ranging from 0.40% to 0.65% of the value of your portfolio. The specific fee is negotiated with each client based on factors like account size, investment strategy, and costs incurred by Aristotle Atlantic. Fees may change over time and can be negotiated on a client-by-client basis.