Atlantic Trust Private Wealth Management
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Review our investment solution for a couple selling their business.

 


Core Investment Offerings

To achieve appropriate diversification, Atlantic Trust encourages clients to be invested in the stocks of large-, mid-, and small-capitalization companies in the United States and abroad. We also employ fixed-income securities as part of our overall strategic asset allocation and to provide clients with income, where appropriate.

Atlantic Trust’s proprietary investment offerings include the following:

Equity Investment Funds

  • Large-Cap Growth
  • Equity Income
  • Multi-Cap Global Value
  • Mid-Cap Growth
  • International

Fixed-Income Funds

  • Taxable Fixed Income
  • Tax-Exempt Fixed Income


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