The mission of Atlantic Trust Finance is to assist with and to simplify the complexities of wealth management for individuals, families, and institutions. As an independent financial advisory services firm, we are committed to a fiduciary standard of care. We build multi-generational, long-lasting relationships with our clients.
Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situations.
We generate value for our shareholders by delivering sustained revenue growth, a function of our distribution activities, strong investment performance and our decisions to invest to grow our business.
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