Awards
National Recognition
- 2012: Best Private Client Investment Platform – Performance
Private Asset Management - 2011: Best U.S. Private Wealth Management Brand
Luxury Institute
- 2011: Best Private Wealth Manager in Overall Client Service
Private Asset Management - 2011: Top 50 Family Offices Ranking
Bloomberg - 2011: Top Wealth Managers Ranking
Barron's - 2011: Top Private Banks Ranking
Barron's - 2011: America's Top Money Managers Listing
Institutional Investor - 2011: Top 50 Wealth Manager RIAs
Registered Rep. - 2010: Top Multifamily Office Listing
Barron's PENTA - 2010: Top Wealth Managers Ranking
Barron's PENTA - 2010: Top RIA Ranking
Financial Advisor - 2010: Top Wealth Managers Quarterly Ranking
Wealth Manager - 2010: America's Top Money Managers Listing
Institutional Investor
Local Recognition
- 2012: Largest Houston-Area Money Management Firms
Houston Business Journal - 2012: Largest Wealth Managers in the
Bay Area
San Francisco Business Times - 2012: Top Wealth Advisers in the Bay Area
San Francisco Business Times - 2011: Premiere Advisors of Atlanta Listing
Atlanta Business Chronicle - 2011: Top Wealth Management Firms Ranking
Austin Business Journal - 2011: Top Wealth Managers in the Baltimore Area Ranking
Baltimore Business Journal - 2011: Colorado's Top Financial Advisors Ranking
Denver Business Journal - 2011: Top Money and Wealth Managers Ranking
Houston Business Journal - 2011: Washington's Premiere Wealth Advisors Ranking
Washington Business Journal - 2010: Atlanta Top Financial Planners Ranking
Atlanta Business Chronicle - 2010: Austin Wealth Management Firms Ranking
Austin Business Journal - 2010: Baltimore Investment Firms Listing
Baltimore Business Journal - 2010: Houston Top Money Managers Ranking
Houston Business Journal - 2010: San Francisco Top Wealth Managers Ranking
San Francisco Business Times
Investment Recognition
- 2011: S&P Capital IQ Mutual Fund Excellence Award
Atlantic Trust congratulates Paul McPheeters, CFA, and Patricia Bannan, CFA, co-managers of the Invesco Disciplined Equity Fund, which has been named as a winner of a 2011 S&P Capital IQ Mutual Fund Excellence Award. McPheeters and Bannan also co-manage Atlantic Trust’s Disciplined Equity Strategy, which has a similar philosophy and process of focusing on high-quality companies with attractive cash flow characteristics. To learn more about the criteria for this award, please see the press release linked above and find Invesco Disciplined Equity in the domestic large cap equity category.
Rankings, ratings or awards may not be representative of any specific client's experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time. For more information, view our disclosure. For further information on specific rankings, ratings or awards please visit the website of the publication listed.
