A Legacy of Trust and Service
Atlantic Trust has extensive experience managing the financial affairs of wealthy individuals and families.

Our firm traces its heritage to 1923, bringing together specialty advisory boutiques that were each formed to serve the unique needs of affluent clients outside the inherent constraints and conflicts of large institutions. These distinguished firms include Pell Rudman of Boston and Whitehall Asset Management, which was originally formed as Schroeder Bank and Trust, and subsequently included investment managers Delphi Asset Management and Campbell Advisors.

Today Atlantic Trust’s tradition of excellence in client service is backed by the global resources of Invesco Ltd, one of the largest publicly traded companies focused exclusively on investment management. Atlantic Trust’s intimate size and independence enable us to deliver advice without the limitations of smaller firms or the conflicting priorities that characterize larger institutions.

Most importantly, our legacy is built on the experience, knowledge, and integrity of our wealth management professionals, some of the best and brightest in the industry. Together we create a distinctive offering that is exclusively focused on the needs, goals, and aspirations of high-net-worth individuals and their families.

Explore the global resources of Invesco Ltd. Visit the Stein Roe Investment Counsel site.