Many firms provide investment management services. Yet few successfully integrate them into a wealth management offering. Atlantic Trust provides financial, investment, and estate planning solutions that work together to support your unique needs and objectives.
Our core strength is our wealth management professionals, who have extensive industry experience and are committed to superior client service. They include lawyers, tax specialists, financial analysts, and investment managers who understand how to create innovative wealth management solutions.
Personal service will define all aspects of your relationship with Atlantic Trust. By bringing together specialists to support your goals, we deliver exceptional care and attention. By listening before acting, we provide advice that anticipates and responds to your unique requirements.
Atlantic Trust manages over $16.6 billion1 for select families, foundations, and institutions, and offers access to a full complement of asset classes and investment alternatives. Our service offerings, while diverse, are driven by a single priority: the integrated wealth management needs of our clients. Backed by a tradition of excellence, we deliver our advice without the distractions or conflicts of interest that characterize less-focused institutions.
Learn more about Our People & Approach, Wealth Strategies, and additional Resources that illustrate our capabilities and unique point of view. Visit the Stein Roe Investment Counsel site.
1As of March 31, 2008.
