Asset Allocation Committee

Our Asset Allocation Committee sets the firm's target asset allocation recommendations. This group is led by our CIO and includes three "core" members from distinct investment areas and ten "regional" members, who contribute ideas generated from interaction with clients and other Atlantic Trust relationship managers.

 

As of 09/10, the Chartered Financial Analysts® (CFA®) designation is globally recognized and attests to a charterholder's success in a rigorous and comprehensive study program in the field of investment management and research analysis. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S.