Atlantic Trust

Atlantic Trust is a boutique wealth management firm focused exclusively on serving as a trusted advisor for a select group of affluent individuals, families, foundations and endowments. As fiduciaries, we consider our clients’ best interests first, which means we start with what our clients need, rather than we have to offer. With roots in legacy firms dating back to 1923, Atlantic Trust has a heritage of more than 85 years.

We have 11 locations across the United States with $19.4 billion in client assets entrusted to our care. Through an integrated approach, Atlantic Trust provides unique solutions designed to preserve and prudently grow our clients’ wealth, as well as organize and simplify their lives. We function as both an investment management firm and a nationally chartered trust company. Our comprehensive services include strategic asset allocation, access to both proprietary and external investment managers in all asset classes, and expertise in wealth strategies and family office services.

To learn more about Atlantic Trust and the firm’s recent awards and recognition, please visit atlantictrust.com.

Data as of March 31, 2012

Specialties

Customized wealth management that includes: strategic, tactical asset allocation, proprietary and external investment management, fiduciary and trust services, and estate tax and philanthropic planning.