Our Firm
What do you need? Growth, clarification of goals, wealth transfer…if it's important to you, it's an opportunity for us to help make it happen.
At Atlantic Trust, our clients come to us for a variety of reasons. Most want the expertise of our investment management. Many want us to integrate their tax, philanthropic and estate plans. Some want us to bring simplicity to complexities. All of them want to sleep well at night.
"Wealth management" can be hard to define, describe or explain. Even the experts disagree on what it means. But trust? That's easier—it's something you just know.
We've built our firm on responsibility to others in relationships of trust. We believe clients would say that's the foundation of wealth management—and the key to a good night's sleep. We believe you will, too.
The Atlantic Trust Advantage
Enduring Perspective- As fiduciaries, we act in relationships of trust and responsibility.
- Our long-term perspective has been developed serving a global clientele of 2,000+ families, foundations and endowments, with some relationships spanning more than 75 years.
- You will interact directly with Atlantic Trust's senior professionals, who have deep experience and sophisticated expertise in virtually every facet of investment and wealth management.
- Our professionals work together in teams and maintain a low client-to-advisor ratio, providing you with personal, attentive service.
- We have a proven record of strategic asset allocation and quality investment selection.
- Based upon our dialogue with you, your Atlantic Trust team will build and implement your customized, integrated wealth plan. Our goal is to simplify the process and help you achieve your financial, investment, estate and philanthropic objectives.
- In developing your investment plan, we will consider the complete array of asset classes, including alternatives. As pioneers in the use of "open architecture," we offer access to high-quality managers sourced through our multi-manager program, as well as our proprietary investment strategies.
- Our sole focus—and our only business—is wealth management. We are not a broker-dealer, commercial lending institution or investment bank. As a result, we do not bear the same risks and conflicts of interest inherent in those businesses.
- We benefit from the considerable global resources of our parent company, Invesco Ltd. (NYSE: IVZ), yet our firm remains independent in its investment platform. This helps preserve the objectivity of our investment counsel, while providing additional strength and financial stability to Atlantic Trust.
We welcome your interest in Atlantic Trust and invite you to download an online version of our Atlantic Trust brochure or request a printed version by filling out our inquiry form. Also, please continue for more on Atlantic Trust's advantage...
