Unlike many investment managers, Atlantic Trust isn't satisfied to rely solely on outside sources of information in assessing our investments. We do much of our own research, and examine each investment based on its fundamental valuation as well as its prospects relative to its peers.

Using proprietary models that we've developed, we evaluate companies individually to find investments that are often out of favor in the marketplace, which we believe offer exceptional potential appreciation.

Our core investments, which form the foundation of our clients’ portfolios, include common stocks that tend to have above average yields, lower than average price-to-earnings and price-to-book ratios, and above average financial strength. Our core list may also include publicly traded trusts and partnerships to complement existing portfolios.

Depending on market conditions, we expect to be fully invested.  However we will hold substantial quantities of cash and/or short term bonds if we believe there are no investment opportunities that meet our criteria, or if risks in the markets are elevated.

Atlantic Trust has developed a close relationship with its sub-custodian, Northern Trust of Chicago, which provides clientele with enhanced custodial and traditional banking relationships.