to be transferred, and I was referred to Atlantic Trust’s Houston office by the Chicago office. We knew Sugar Land was the environment in which we wanted to raise our family and take part in a vibrant community. I spoke with many of the top wealth management firms in Houston, but ultimately, and fortunately, I was offered the opportunity to rejoin Atlantic Trust—a ‘return to the mother ship,’ I call it. And the only thing I am more passionate about than Texas is this firm.”
Atlantic Trust: A 90-Year Partnership of Trust For nine decades, our business model has earned the trust of our clients—affluent individuals, families, private foundations and endowments. It starts with being very clear on our mission, principles and what sets us apart—and holding ourselves to that every day and for every client. n
We are professional fiduciaries, and our sole focus is wealth management. As we take responsibility for the stewardship of our clients’ assets, a key question we ask is: “What is best for our clients?”
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We customize client portfolios and wealth plans. This means balancing your goals for capital preservation and growth with your estate planning and cash flow needs. By limiting our number of clients, we are able to provide the highest level of personalized, “boutique” service.
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We build and implement diversified investment strategies. Through our forward-looking investment philosophy, we have established a strong track record in asset allocation and both proprietary and external investment management across asset classes.
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Our collaborative team approach to addressing your financial, trust, estate and philanthropic goals has been key to our high client retention.
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We have an objective and stable business model. We generally work under one transparent relationship fee that covers all services. This structure aligns our interests with clients’ interests, as our compensation is tied to the retention, preservation and growth of our clients’ assets.
A Holistic View Kane’s trust in Atlantic Trust as a home for her clients is built around one foundational principle: holistic wealth management. “There are plenty of firms that talk the talk, but don’t walk it,” says Kane. “During both of my periods with Atlantic Trust, I’ve been so proud of the fact that this firm is totally committed to this holistic, not transactional, view of a client’s financial picture. Our approach integrates clients’ asset allocation and investment portfolios with their tax, trust, estate and philanthropic needs, in a highly personal and custom way. One of the things on which I place a really high priority is understanding risk— making sure my clients understand it and that I fully understand each client’s risk tolerance.”
For more on Atlantic Trust: www.atlantictrust.com
For many of her Sugar Land-based clients, risk takes on a unique meaning. Because the area is so energy-focused, an industry that has treated many Sugar Land residents so well, Kane often has to guide her clients away from energy investments—“It’s a simple matter of managing risk through better portfolio diversification,”* she says. “On the other hand, many of my clients know the energy industry so well that they have a good understanding of their own risk tolerance for energy-based investments.” What’s currently on the minds of Kane’s clients is a typical concern of many people in a boom year for the market: When is the next big pullback coming? It’s an unanswerable question, Fort Bend / Katy Business Journal H November 2013
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