Aristotle investments is an investment management company providing various financial products and services to clients. With over 30 years of experience, it has built expertise across different asset classes. This article will provide an overview of Aristotle investments, its key offerings, fee structures, and pros and cons for investors.
Main products and services offered by Aristotle investments
Aristotle investments provides a range of investment solutions including equity funds, fixed income products, ETFs, and customized portfolios. It utilizes fundamental analysis and a long-term investment philosophy across its product suite. The firm manages mutual funds across market caps, sectors as well as tax-efficient equity portfolios.
Fee structure and account minimums
The fee structure varies across Aristotle investments’ product offerings based on vehicle and strategy. The equity mutual funds generally have expense ratios between 0.50% to 0.75% while fixed income funds range from 0.30% to 0.50%. The minimum investment is often waived for fee-based advisors and platforms.
Aristotle investments offers a variety of actively managed investment strategies with strong long-term performance. Though costs are higher than passive index funds, its expertise in stock selection and portfolio construction may appeal to certain investors.