CATALANO FINANCIAL

Overview

Catalano Financial is a small, independent registered investment adviser that combines fee-based financial planning and portfolio management with insurance brokerage. The firm works primarily with individual and family clients, offering a mix of percentage-of-AUM billing plus hourly and fixed-fee engagements and the ability to receive commissions where relevant. Advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, and selecting other advisers when a client’s needs require outside capabilities. Investment activity centers on liquid equity exposure—exchange-traded equities are the largest publicly reported holding type—while the firm also sources third-party alternative managers for select allocations. As an insurance broker the firm integrates annuities and related insurance solutions into client strategies where appropriate. Catalano Financial appears to act as a capital allocator for clients, supplementing core equity exposure with private placement and real estate allocations to add diversification and yield opportunities.

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Public Holdings

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Location & Offices