Atalanta Sosnoff Management, LLC

Atalanta Sosnoff Management, LLC (ASM) is a registered investment advisor founded in February 1982 and wholly-owned by its parent, Atalanta Sosnoff Capital, LLC. ASM provides investment management services on a discretionary basis to various clients, including individuals, trusts, tax-exempt funds, charitable organizations, and corporations. The firm offers management of equity, balanced, and fixed income portfolios based on clients' financial goals and objectives. ASM serves as a sub advisor to independent registered investment advisors and participates in various wrap fee programs and unified managed account programs. The firm may recommend clients to invest in Atalanta Variable Fund, L.P., managed by ASC. ASM charges investment advisory fees based on a percentage of assets under management, with standard fees ranging from 1.00% to 0.25% depending on the account size and type. The firm does not charge performance-based fees or engage in side-by-side management. ASM exercises investment discretion for client accounts, with accounts reviewed frequently by investment personnel. The firm votes proxies on behalf of clients and follows proxy voting guidelines set forth by Institutional Shareholder Services, Inc. ASM maintains strict confidentiality and security measures to protect clients' nonpublic personal information and does not disclose such information to nonaffiliated third parties, except as required by law. The firm's privacy policy ensures that client information is safeguarded and only accessed by authorized personnel. Clients are encouraged to review custodial statements and reports provided by ASM to ensure accuracy and transparency in their investment accounts.