Reporting and Communications
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.
Reporting and Communications
When you become an Atlantic Trust client, we will discuss your preferences for how we should communicate with you, including:
- Meetings or calls with you, your family and advisors, as appropriate
- Presentations on the outlook for the economy and new investment or planning opportunities
- Customized investment performance reports
- Access to account information on a client Web site
- Our quarterly client newsletter, The Atlantic Trust Advisor
- Monthly Atlantic Trust Connection e-newsletters
- Speaker series events
- White papers covering investments, wealth planning, financial education, financial self-defense and more
Your Atlantic Trust team is always available to answer questions or talk over ideas.
Communicating with Atlantic Trust
You'll experience expertise, continuity and quality.