CIBC Atlantic Trust Private Wealth Management includes Atlantic Trust Company, N.A. (a limited-purpose national trust company); Atlantic Trust Company of Delaware (a Delaware limited-purpose trust company); and AT Investment Advisers, Inc. (a registered investment adviser), which also operates under the name “Geneva Advisors,” all of which are wholly-owned subsidiaries of Atlantic Trust Group, LLC.
Any content herein is intended for informational purposes only, and the material presented should not be construed as an offer or recommendation to buy or sell any security. Concepts expressed are current as of the date of this document only and may change without notice. Such concepts are the opinions of our investment professionals, many of whom are Chartered Financial Analyst® (CFA®) charterholders or CFP® professionals. Chartered Financial Analyst® and CFA® are trademarks owned by CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
There is no guarantee that these views will come to pass. Past performance does not guarantee future comparable results. The tax information contained herein is general and for informational purposes only. CIBC Atlantic Trust does not provide legal or tax advice, and the information contained herein should only be used in consultation with your legal, accounting and tax advisers. To the extent that information contained herein is derived from third-party sources, although we believe the sources to be reliable, we cannot guarantee their accuracy. The CIBC logo is a registered trademark of CIBC, used under license, and “Atlantic Trust” is a registered trademark of Atlantic Trust Group, LLC.
Investment Products Offered are Not FDIC-Insured, May Lose Value and are Not Bank Guaranteed.
Private banking solutions are offered through our affiliate, CIBC Bank USA, Member FDIC and Equal Housing Lender. CIBC Bank USA and CIBC Atlantic Trust are both indirect, wholly owned subsidiaries of CIBC. CIBC Atlantic Trust does not provide, and is not responsible for, the products and services offered by CIBC Bank USA. CIBC Bank USA (Bank) will not pay CIBC Atlantic Trust employees for referring clients to Bank, but to the extent permitted by applicable laws and regulations, the referral of clients to Bank for eligible products or services may be considered by CIBC Atlantic Trust in determining discretionary compensation to employees. Loans subject to credit approval.
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.