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Wealth and its complexities require wealth management that recognizes, understands and responds to the big picture and the small details. It also requires a multi-faceted approach that encompasses investment management, family legacy, asset protection and philanthropic planning, among others, focused on counseling, guiding, planning and managing.
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External Custody: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.
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For further assistance, please contact your Atlantic Trust client service team.
