investment_wealthstrategist
Continuity & Quality Service
The success of our relationship with you is determined ultimately by the people involved. Our collaborative team approach by tenured, credentialed professionals with expertise in all areas of wealth management is key to our high client satisfaction and retention.
We find that our clients want to keep it simple. So we provide you with one primary point of contact—a trusted advisor, known as a "senior relationship manager"—who is supported by a local team, as well as the dedicated and expansive resources of our entire firm.
Visit Meet Our Team to view biographies of professionals across our firm. Learn about our team approach by clicking on the arrow or the circles in the graphic below.
Asset Allocation Committee—Senior investment professionals assess the macroeconomic and investment environment, identify risks and opportunities in the financial markets, and set asset allocation guidelines
Proprietary Investment Team—Internal investment managers and analysts manage select "core" strategies (e.g., fixed income, large-cap U.S. equity) and alternatives with broad appeal to our clients
Multi-Manager Investment Team—Together with the Multi-Manager Oversight Committee, searches, screens, selects and monitors third-party investment managers
Wealth Strategies Group—Includes nonpracticing lawyers and CPAs; works together with clients' relationship manager and other advisors, such as their attorneys and accountants, to design and implement clients' wealth plans
Communicating with Atlantic Trust
You'll experience expertise, continuity and quality.
Story - Fulfilling Grandparents' Promise
Linda S. Beerman
Advisor to Wealth Strategies
