in assets entrusted to our care
and the backing of CIBC
Y/Y among clients with $5M AUM
across internal and external managers
National and Delaware trust companies
*all figures as of Dec. 31, 2016.
90+ Year Heritage
Atlantic Trust is the successful combination of three firms that came together in 2001-2004. We have built a strong foundation on our common mission of providing extraordinary client service and broad wealth management capabilities.
Pell Rudman Trust Company
Stein Roe Investment Counsel
Whitehall Asset Management
Our National Locations
Atlantic Trust is focused on managing $29.1 billion in assets for a select group
of wealthy individuals and families, as well as foundations and endowments.
managed for individuals and families,
with continuous client relationships dating back to 1932.
managed for foundations and endowments,
with an average tenure of 11 years with Atlantic Trust.
in accounts where Atlantic Trust is trustee.*
*Includes revocable and irrevocable trusts and IRAs for which Atlantic Trust is a trustee.
Atlantic Trust's ~250 talented professionals
work together in multi-functional teams, with a low 11:1 client-to-employee ratio.
Average of 19 years' industry experience.
Average of 10 years' tenure with Atlantic Trust.
53 CFA charterholders, 21 CFP® certificants,
25 JDs, 8 CPAs, 51 master's degree holders.
Atlantic Trust and CIBC (NYSE:CM)
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.