Atlantic Trust, LLC
Atlantic Trust is a specialty investment advisory firm dedicated to providing customized investment management services to individuals, families, related trusts and small institutions. We also act as trustee of family trusts, estates, and retirement plans.
When you think about your financial picture, your thoughts aren't limited to one asset class, one approach, or even one generation's well-being. Our advice isn't either. As your comprehensive wealth manager and fiduciary, we'll help you weigh it all - from your portfolio to your real estate holding to the plans for your estate. And as your family office, we can coordinate bill payment, tax preparation, intergenerational planning, and more. By helping to manage everyday affairs in addition to managing wealth, we create integration, comfort and peace of mind for the families we serve. Having established our clients' trust in both our advice and execution, we are often their first point of contact for a host of personal affairs. No matter how many directions your mind takes when you think about your wealth, we're here to ensure you only need to make one call.
Address: 111 Commercial Street, Suite 302 Portland, Maine 04101, USA
Phone: +1 207 775 7200
FAX: +1 207 775 7203
