The Advisor Newsletter

The Atlantic Trust Advisor

The Advisor is a quarterly publication that communicates topics important to our clients. Each issue analyzes relevant and timely wealth management subjects, highlights current investment matters and features insights on legislation, regulations and trends in the news. We also provide monthly information on the global markets.

2010

• First Quarter: Deliving On Our Commitments - With the new year comes expanded opportunities for growth and a continued focus on strong performance and high quality client service. Chairman and CEO Jack Markwalter discusses how Atlantic Trust delivers upon it's commitment to clients.

2009

• Fourth Quarter: Healthcare Reform - 2009 is seen as a watershed moment for healthcare reform. Democrats control the White House and Congress, business groups and employers are advocating for changes...
• Third Quarter: Inflection Points: Anticipation and Focus - One of the definitions of an inflection point is "a moment of dramatic change, especially in the development of a company, industry or market." Another...
• Second Quarter: Yesterday's News, Tomorrow's New Opportunities - Atlantic Trust is focused on how we can use market and economic developments to move forward...
• First Quarter: Staying the Course - An interview with Jack Markwalter on the firm's annual 2008 review and 2009 outlook...

2008

• Fourth Quarter: Market Outlook - As we move into the fourth quarter, we are clearly in the midst...
• Third Quarter: Looking for Bargains in the Battered Big Cap Financial Sector - Financial company stocks have been hit hard...
• Second Quarter: Opportunity in Midst of Volatility - Can volatility really be an investors friend?
• First Quarter: "Invest and Grow" - In 2007, the watchword at Atlantic Trust was "invest and grow"...

2007

• Fourth Quarter: The Call of Philantrophy - Philantropy is a humanitarian act and a highly rewarding mission...
• Third Quarter: Technology Stocks: New Cycles, New Opportunities - You may remember it well: In 1999, the technology-heavy Nasdaq rose 86%...
• Second Quarter: Grantor Trust can Give Your Estate Plan a Boost - One of the best ways to trim estate taxes...
• First Quarter: The Asset Allocation Recipe: Beyond Plain Vanilla - Thirty years ago, when Jeff Thomas, chief investment officer...

To be added to our mailing list or request previous issues please send an inquiry.