Atlantic Trust Group, LLC

Atlantic Trust Group, LLC

Atlantic Trust Group, LLC
Last update 2020-01-30 883 Stocks (62 new)
Value $30.35 Bil Turnover 5 %
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Atlantic Trust Group, LLC Profile

Atlantic Trust Group, LLC is an asset management company that provides investment management and advisory services that acts as a subsidiary of the Canadian Imperial Bank of Commerce. The company is based out of Boston, Massachusetts and also has offices in Atlanta, Austin, Baltimore, Chicago, Denver, Houston, Newport Beach, New York, San Francisco, Washington D. C., West Palm Beach, and Wilmington. Atlantic Trust Group, LLC can trace its history back for almost a century with the current company being merger amongst three firms that would come together during 2001 to 2004. The three companies that compose Atlantic Trust Group, LLC include Pell Rudman Trust Company, a Boston based company founded in 1980, Stein Roe Investment Counsel, a Chicago based company founded in 1932, and Whitehall Asset Management, a New York based company founded in 1923. Atlantic Trust Group today is a nationally chartered trust company that provides fee based advisory services with a team based approach. The company tries to keep its client to employee ratio low, around 12 to 1, and has a very high client retention rate. Atlantic Trust Group, as of the first quarter of 2015, has a total of approximately $27 billion in assets under management, split between individual and family clients, with the majority $25.2 billion in assets, and foundation and endowment clients, with the remaining $1.8 billion spread across over 200 clients. The company is also the trustee for over 1,300 revocable and irrevocable trusts with $5.5 billion AUA. Atlantic Trust Group currently has over 225 employees with 61 relationship managers, 32 investment team members, and 11 wealth strategists, averaging over two decades of industry experience. The company invests most heavily in the financial, technology, and services sectors, together making up over half of its total asset allocations, and also invests in the energy, utilities, and healthcare sectors, among others to a lesser degree, in order of decreasing allocation.

Atlantic Trust Group, LLC Investing Philosophy

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