Helping
You Preserve & Grow
What You've
Earned
Atlantic Trust recognizes that capital-preservation
strategies must accommodate your
cash flow requirements. To balance
these goals, we work with you to
create a customized asset allocation
strategy, supported by tax
planning advice and experienced
investment management.
Atlantic Trust does not attempt to time the markets. Our approach to asset allocation is strategic and incremental, not reactive and dramatic. We start with optimal diversification while aiming to provide superior returns versus the market. Although we favor active investment management to drive incremental value, our core investment offerings are managed for tax efficiency.
Creating & Implementing Your Investment
Policy
Atlantic Trust
works with you to establish
an investment policy that supports
your requirements while providing
adequate risk controls. Your
customized portfolio strategy
may tap our Core Investment Offerings,
which are designed and managed
to rationalize costs and
reduce taxes. In addition
to these core offerings,
Atlantic Trust has partnered
with premier managers of Alternative
Investments to
provide our clients with hedge
fund, real estate, and private
equity opportunities. Through
our Multi-Manager Investment
Program, we are also equipped to complement
your portfolio with third-party
investment managers as needed.
Our customized reporting capabilities
enable us to present you with
a consolidated account statement
that simplifies the tracking
and analysis of your holdings.
Atlantic Trust’s investment management capabilities include:
- Investment Policy
- Asset Allocation Strategies
- Investment Management
- Multi-Manager Investment Program
- Alternative Investments
- Customized Portfolio Performance Reporting
- Portfolio Structure & Diversification Strategies
