Our goal is to identify companies entering a period of earnings acceleration where we can benefit from both the earnings growth rate and multiple expansion.
Diverse Client Base
Including Corporations, Endowments, Foundations, Taft-Hartley Funds, Governmental Entities, Investment Advisory Firms, and High Net Worth Clients.
Our fixed income strategy utilizes, under the umbrella of current income, a relative valuation strategy amid and among sector, maturity, quality grade, and issue to deploy an investment grade portfolio versus a client selected benchmark.
Long-term Track Record
Equity strategy created by Founder Martin Sosnoff and co-managed by President Craig Steinberg for over 30 years.
Investment Management Team
Craig Steinberg, Bob Ruland, and Jack McMullan round out the Equity Investment Committee. Fixed Income Portfolio Managers Joe Sileo, Jerry Thunelius, and Bob Ohanesian lead the Fixed Income strategies.
Experienced Marketing Team
Our marketing team knows how to help grow your business and strives to provide superior client service.
as of 9/30/18
Includes assets managed under certain unified asset management programs some of which the Company has discretion.