Atlantic Trust Advantage

For Individuals and Families

Our business model has earned our clients' trust. Learn how our unique value proposition can benefit you and your family.

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Videos

Atlantic Trust's Client-Centric Culture

What makes our firm special and unique? Simply put, our clients are at the center of every decision that we make.

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Case Study

Music At Heart: Embracing a Family's Values

Atlantic Trust helped ensure that Joh Ward's love of music would continue through generations.

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Atlantic Trust Advantage–For Individuals and Families (PDF)

Our business model has earned our clients' trust. Learn how our unique value proposition can benefit you and your family.


Atlantic Trust Advantage–For Foundations and Endowments (PDF)

Endowments and foundations turn to Atlantic Trust for investment programs that perform. For more than 60 years,* we have been helping organizations preserve the value of their funds even while they maintain target spending rates.


Atlantic Trust Disciplined Equity Strategy: Discovering Quality Through a Different Lens (PDF)

With so many managers on the hunt for quality, why has Atlantic Trust Disciplined Equity Strategy been able to stand out from the pack in terms of its performance?


You Have Questions, We Have Answers (PDF)

The Wall Street Journal posed questions to test wealth managers. At Atlantic Trust, we're committed to transparency, so we're pleased to answer those questions… and add a few of our own.


Atlantic Trust Awards and Recognition (PDF)

We continued to earn national recognition for excellence in private wealth management, client service and family office services.


*through predecessor firms