Our Winning Approach
We live in a complex world where a single event can have global implications, so our responsibility to our clients is to know and understand what that means for investments, and to act accordingly. But we also live in a small world—yours. For your portfolio, we think locally—about your family and your goals and needs, and give you a customized investment portfolio that brings to you the best from the world's investment opportunities and managers.
Our investment platform has been repeatedly recognized for excellence within the industry:
- 2017 RIA Ranking Financial Advisor
- Private Client Investment Platform (2017) Family Wealth Report
- Private Client Investment Platform – Highly Commended (2016) Family Wealth Report
- Leading Individual (Multi-Family Office) – David L. Donabedian (2016) Family Wealth Report
Some firms use the term "open architecture" to mean they act solely as a manager of external managers. At CIBC Atlantic Trust, open architecture means we are open to excellent investment ideas for our clients, whether they emanate from our select number of internal strategies or from external managers after thorough due diligence. We're committed to a broad, globally diversified investment offering and don't succumb to the "not invented here" mindset that can limit portfolio opportunities.
The Case for Active Management
While passive strategies tend to charge lower fees with mandates to match the performance of an index, investors should expect to almost fully capture market returns on the upside and to nearly match the index on the downside, as well.
On the other hand, active managers tend to be more expensive than passive strategies but can look quite different from their benchmarks. It is this differentiation that offers the potential to perform quite differently than the index—both in positive and negative market environments.
This graphic shows asset classes generally organized by low-to-high risk / return expectations. It is for illustrative purposes only and should not be considered an exact representation of performance.
David L. Donabedian, CFA
Chief Investment Officer
"A guiding principle of our investment offerings to our clients is: Would we buy this for ourselves? This is particularly true for our internal, proprietary strategies, which are based on what we believe is truly differentiated expertise inside the firm. All internal strategies must set a high bar for the competition within their investment categories. When we combine that standard with the breadth of knowledge on our Multi-Manager Investment Team, which researches global external managers across a wide range of asset classes, we have something unique and incredibly strong."
Latest Investment Thinking
- Thoughts on Market Volatility: It Had Been Too Quiet
- Q1 2018 Investment Outlook Webinar
- Q1 2018 Financial Markets Monitor
- Market Outlook, Tax Policy and Year-End Planning Webinar
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.