Customized Asset Allocation
A Personalized Process
How Do We Make It All About You?
To be successful, any wealth management solution needs to be centered on you and your family. It should begin with what you need, not what we have to offer. We believe your long-term goals can only be met through an integrated approach, one that incorporates all of your investment, financial, legal, accounting and other relevant considerations.
Explore our framework for wealth management by clicking on the arrow below or on the circles on the graphic.
Customized Asset Allocation
We believe that the best way to control risk is through global diversification among asset classes and investment strategies. To develop a strategic, or long-term, asset allocation for you that is durable, flexible and tailored to your unique needs, we adhere to a disciplined process that typically involves the following:
- STEP 1: Define and prioritize your objectives by considering your investment time horizon and by balancing goals for preservation and growth of capital with tolerance for risk and cash flow/income requirements
- STEP 2: Establish target asset allocation ranges for the various assets to be represented in your portfolio, considering recommendations from Atlantic Trust's Asset Allocation Committee
- STEP 3: Document your strategy, which includes a written investment policy statement (IPS) to guide the management of assets toward your desired results
- STEP 4: Implement your strategy using the appropriate mix of proprietary and/or external managers across a full array of asset classes; effectively manage portfolio transitions and related tax implications
- STEP 5: Make tactical adjustments to your allocation based on opportunities or risks in the market, considering Asset Allocation Committee guidance
From the Chief Investment Officer
01.05.2016: 2016 Investment Outlook (PDF) >
After a challenging 2015, we expect the investment landscape for 2016 will be defined by a new course for monetary policy and political leadership, a new primary catalyst for stocks and an altered roadmap for credit markets and for energy.