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From Grains
to Gains:

A Bourbon-Infused Guide to Investing.

Navigating the myriad choices and strategies of finance and investing can feel as complex as deciphering the nuances of a fine bourbon. We have created a guide to help investors understand and relish in the art of managing their wealth. 

Check out our bourbon-infused guide to investing, From Grains to Gains, to embark on a unique journey, one that draws parallels between the world of bourbon and the realm of wealth management.

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Wealth & Bourbon: Parallel Processes

From the ingredients that define a bourbon’s character to the aging process that imparts depth and complexity, each aspect of whiskey production offers a parallel to essential principles in the world of investing.

Asset Quality

Wealth

  • Clearly Defined Objectives
  • Quality of Management & Processes

Bourbon

  • Product Vision/Brand
  • Distiller Heritage/Traditions
Asset Selection

Wealth

  • Client Time and Labor

  • Money (Principle)

  • Innovation

  • Financial Markets

  • Diversification

Bourbon

  • Water

  • Grains

  • Yeast

  • Barrels

  • Finishing Materials

Asset Allocation

Wealth

  • Asset Class Selection
  • Client Suitability
  • Balanced Investors
  • Traditional Investors
  • Aggressive Investors
  • Speculators
  • Portfolio Construction

Bourbon

  • Mash Bills
  • Whiskey Profiles & Preferences
  • Bourbon (Corn)
  • Malt (Barley)
  • Rye
  • Wheat
  • Distillation
Asset Location

Wealth

  • Taxable/Tax-sheltered Accounts

Bourbon

  • Storage/Aging
  • Geography/Climate
  • Rick Position/Rotation
Asset Monitoring

Wealth

  • Periodic Review
  • Capital Market Forecast Updates
  • Rebalancing

Bourbon

  • Sampling (Flavor, Color, Aroma)
  • Barrel Inspection
  • Barrel Breathing
Asset Adaptation

Wealth

  • Value vs. Growth, Big vs. Small
  • Thematic Portfolios

Bourbon

  • Traditions vs. Experimentation
  • New/Limited Releases

Community

The team at American Trust Wealth understands the importance of giving back to our community. Check out the ways our team is serving the local community in Lexington, KY!

God’s Pantry

American Trust Wealth is proud to provide their clients with a team of industry leaders. From our administrative staff to our investment team, the American Trust Wealth culture embraces a spirit of support and a dedication to helping you achieve your goals. Watch the video below to hear our story.

God’s Pantry

We had the opportunity to help the God’s Pantry team pack food boxes that will be delivered to those in need. It was amazing working alongside an organization dedicated to making a difference in our great state, Kentucky!

American Heart Association Walk

Our team assembles annually to join the fight against heart disease alongside The American Heart Association. We love helping make a difference by raising funds to fight heart disease and strokes in the U.S. 

A Wealth Management Team You Can Trust

American Trust Wealth was founded to help investors reliably reach their investment goals in a manner that instills in the highest level of confidence and complete peace of mind. Today our wealth management services group is dedicated to carrying out that mission by offering our clients highly personalized service, expertise, and a broad suite of plans and services in a fiduciary environment.

American Trust Wealth is proud to provide our clients with a team of industry leaders. From our administrative staff to our investment team, the American Trust Wealth culture embraces a spirit of support and a dedication to helping you achieve your goals.

Introducing Thematic Growth Portfolios from American Trust Wealth
  • Tailored to the unique stages of an investor’s life and needs.
  • Sophisticated asset allocations for sophisticated growth investors.
  • Maximizes return to catalyze contributed capital
  • Portfolios are risk-optimized.
  • Engineered to grow assets sooner and safeguard them longer.