Resources for You
Atlantic Trust Ranked by Family Wealth Report
Atlantic Trust was included in the Top 10 Multifamily Offices by Assets based on Family Wealth Alliance’s Multi-Family Office Study 2016.
Issues That Could Impact Financial Markets in 2017
Our Asset Allocation Committee analyzes the issues that may have the most impact on the financial markets over the next 12 months.Learn More
Good planning should help you easily transition into the next chapter of your life.Learn More
Awards and Recognition
We are extremely grateful for the ongoing support of our clients and our strategic partners, as well as the commitment and hard work of our employees—all of whom have made these distinct honors possible.
- Top 100 Retail RIAs of 2016 WealthManagement.com
- Top 40 Wealth Management Firms Barron's
- Top 300 Registered Investment Advisers Financial Times
- 50 Most Influential Women in Private Wealth (Gabrielle Bailey) Private Asset Management
If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:
If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
For further assistance, please contact your Atlantic Trust client service team.