Atalanta Sosnoff has provided investment advisory services to a diverse mix of institutional clients since its inception in 1981.
We make client service a priority and look to provide timely information to our clients along with the transparency that a separately managed account provides. We work with consultants and investment professionals to insure that our product is suitable and appropriate for the client’s mandate and we take our responsibility as a fiduciary with the utmost care.
We have a concentrated strength and a wealth of experience in providing investment advisory services to Taft-Hartley plans. Atalanta Sosnoff recognizes the unique issues that these plans face and are sensitive to the pro labor mandate that the plan members support. We have significant assets under management in the Taft-Hartley area and welcome the opportunity to discuss how we can help your plan achieve its financial goals.