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
Richard A. Bennett
Jonathan L. Cottrell
Stewart A. Gardner
John P.M. Higgins
Client Service Mgr.
Everett B. Coulter