What is ATG Trust Company? ATG Trust is an independent trust company established in 1998 with a mission to provide flexible, collaborative, and service-oriented trust and estate administration to advisors and their clients.
CREATIVE SOLUTIONS: ATG Trust recognizes that each individual and family has different trust and estate needs. As such, we seek creative solutions to meet each client’s particular situation.
TEAM-BASED APPROACH: ATG Trust employs a staff of highly qualified professionals who work in tandem with our client’s attorney and other trusted advisors to ensure each client’s estate plan is carried out in the most effective and efficient manner possible.
DEDICATED PERSONAL SERVICE: ATG Trust provides a dedicated relationship manager who knows and understands each client’s particular needs. Whether in person, by phone, or via email, your relationship manager is committed to providing you and your family with the personalized and thoughtful service you deserve.
My family doesn’t live in the Chicago area. Can we still use ATG Trust Company? Absolutely. We are available by email and phone as well as meeting in person, if desired. Our clients are located in many different states and even overseas. ATG Trust will work with you and your family to determine the best communication method for your relationship.
How does investing work with ATG Trust Company? At ATG Trust, we believe the asset allocation mix is the most important aspect of an investment portfolio. When determining the appropriate asset allocation, we ensure we fully understand our client’s ability to tolerate the ups and downs of the market, what their income needs are now, and what they are projected to be in the future. Once an allocation has been established, we build out the portfolio with non-proprietary mutual funds and ETFs and, when appropriate, individual stocks and bonds. We then employ a diligent oversite process to review and monitor the portfolios and their holdings, which is discussed with each client and is outlined in our Investment Policy Statements.
If you would like to discuss our investment philosophy or its implementation in greater detail, please feel free to contact us.
Who will I talk to when I call ATG Trust Company? Each relationship is supported by a team of trust professionals with one person designated as your relationship manager.
What about fees? Our published fees schedules are based on a percentage of the account market value and vary depending upon the size of the account and type of services provided. Our fee schedules are available upon request.
Are there minimum account sizes? No, ATG Trust does not have minimum account sizes for its various services. We evaluate each relationship individually to determine the cost effective value of the services we provide.
To meet the ATG Trust Officers, click here.
To contact ATG Trust Company, email firstname.lastname@example.org or call 312.338.7878. We look forward to hearing from you.