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.
Our guidance is personal, tailored, and informed by decades of diverse financial and business expertise.
Located in Portland, Maine for the last four decades, we are successors to a family office tradition from Boston, which for several generations specialized in the management of family wealth and not-for-profit foundations.
If you could benefit from a more active, comprehensive, and experienced wealth management partner, we would be happy to meet with you.
Robert A. G. Monks
Director
Richard A. Bennett
Director
Jonathan L. Cottrell
Director, SPM
Stewart A. Gardner
Director, Principal
John P.M. Higgins
Chairman, CEO
Julie Webster
Operations Manager
JoEllen Clark
Client Service Mgr.
Karen Mangino
Compliance Officer
Everett B. Coulter
Investment Research
Analyst
111 Commercial Street, Suite 302
Portland, Maine 04101
207.775.7200
207.775.7203 (Fax)