Investment Management

Our investment philosophy is centered on the idea that a wealth manager needs to offer diversified investment programs that allow our clients to preserve and grow their wealth in a measured way over time, while minimizing risk and providing the income they require.

To achieve these results, our centralized investment team, under the direction of Chief Investment Officer David L. Donabedian, CFA, has designed a disciplined asset allocation process and a hybrid investment model that combines internal and external investment management.

Asset Allocation Expertise

When building your asset allocation, your Atlantic Trust relationship manager relies on the collective insights and expertise of our Asset Allocation Committee, which includes some of the firm's most senior investment professionals.

Manager Selection

Once the appropriate asset allocation is designed for you, Atlantic Trust implements your investment portfolio by using a combination of proprietary and external investment offerings. We believe that in order to select good money managers, we need to be good money managers. Yet, we realize that one firm can't be the best at everything.

• Therefore, we manage a few strategies on a proprietary basis where we have a solid track record and highly experienced investment experts.
• Then we search globally for institutional-quality portfolio managers with strong, risk-adjusted returns to deliver additional investment strategies. We employ a rigorous, objective process to source, evaluate, select and monitor the managers that are approved on our platform.

A Leading Edge

Because we've used this approach for decades, we have an experience edge that gives us outstanding access to leading managers.

Accessing Global Investment Expertise

Our investment philosophy is centered on controlling risk and generating income through global diversification.

Atlantic Trust Multi-Manager Investment Program Overview
(PDF) >