A Message From Our CEO
CIBC Atlantic Trust Private Wealth Management has built a legacy of trust since the early 1920s* by serving as a trusted advisor for wealthy individuals and their families, as well as foundations and endowments. We take this responsibility seriously and are committed to delivering personalized, integrated and objective wealth management solutions. We are intensely focused on providing the highest level of client service with strong investment performance and a fiduciary mindset.
In a crowded marketplace, we believe CIBC Atlantic Trust "gets it right" in terms of the way we tie together all of the key aspects of wealth management. We take a holistic view—versus a transactional view—of our clients' overall financial picture. Our approach integrates our clients' asset allocation and diversified investment portfolios with their tax, trust, estate and philanthropic needs and objectives. We simplify clients' lives to give them peace of mind. We also guide our clients as they envision and implement their legacy, one that goes "beyond money" and lasts for generations.
Our experienced professionals across the United States welcome the opportunity to further introduce our firm and to get to know you. We truly believe we have a unique wealth management offering based on transparency, objectivity and performance, and we commit to earn your trust every day.
John "Jack" S. Markwalter, Jr.
Chairman and CEO
*Through predecessor firms
If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:
If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
For further assistance, please contact your Atlantic Trust client service team.