To Act in Good Faith
There is no more important calling than serving as a trusted advisor, one who has a higher duty of care for another person.
If you look up the word "fiduciary" in the dictionary, you'll find various, but similar, definitions of it. One acting in a relationship of trust. A person in a position of great trust or confidence. A person who bears a special relationship of trust, confidence, and responsibility to others...to whom power or property is entrusted for the benefit of another...the duty to act in good faith, with care, candor, and loyalty.
Sometimes clients don't know that what they're looking for is a "fiduciary." And then they find Atlantic Trust—and receive exactly what they were seeking. For more than 75 years, this firm has embraced the calling of a higher duty of care for individuals, families, foundations and endowments.
Our sole focus is wealth management. That's a lofty-sounding term. It means something different to you than to another client—and that's the way it should be. For one family, it may mean a blueprint for charitable giving. For another, it may mean advice on the transition from business owner to former business owner. And for another, it may mean a better plan for estate distribution, the creation of a more diversified portfolio or the ability to participate in private equity investments. Our clients give meaning to the term wealth management.
In our business, there is no more important calling.
John S. Markwalter, Jr.
Senior Managing Director, Invesco
Chairman and Chief Executive Officer, Atlantic Trust
