American Trust Wealth can help you put your financial plan into action.
Developing a plan is just the starting point; financial success is best achieved when that plan is actively monitored, managed and adjusted to your changing lifestyle. Financial goals come in all shapes and sizes – some long-term, some immediate.
No matter the time frame, we can help you balance your objectives and help put you on track to meet your goals.
Financial Planning
It all starts with defining your goals. Your financial goals are as unique as you are. We work with you to first define your goals and then tailor a personalized investment plan so you can achieve them. And developing a plan is just the starting point. A plan only achieves success when it is actively managed and monitored along the way. As your goals evolve, you can count on us to make sure the plans are in place to help you achieve financial success.
Investment Management
Selecting investments with your goals in mind. We offer a full range of investment management services and work with you to determine your risk tolerance and asset allocation. We use an open architecture platform that allows access to over 20,000 investment options. We are not tied to any product line, and we objectively evaluate every investment using fiduciary best practices. In fact, any revenue-sharing payments we receive from fund companies are passed back to you to offset your fees. This means that investment selections are always made in your best interest, not ours.
Dividend Growth
We believe a history of success is a clear indicator of favorable outcomes in the future. At American Trust Wealth, we understand the importance of investments that provide investors with a growing stream of income over time, but that also offer the peace of mind of knowing that you are investing in companies with a history of success. The Dividend Growth Strategy consists of companies that have a meaningful, sustainable, competitive advantage. These companies have consistently grown their dividends over the years and have been excellent stewards of capital. We seek companies with rising dividends and potential capital appreciation, and we strive for higher returns on investments. We seek companies whose definable intrinsic values should continue to grow over time.
Managed Rollovers
Keep your retirement plan savings working for you.Planning for retirement is often a sophisticated, long-term process that may span decades, multiple employers and various lifestyle changes. The American Trust Managed Rollover Solution helps you keep your retirement savings growing while still protecting your tax-deferred status. Unlike many traditional rollover products, the Managed Rollover Solution includes an important financial planning overlay to personalize the experience to your specific situation, goal, and time horizon.
Unified IncomePlan®
You worked hard to get to retirement; we are here to help you get the most out of it. Whether you want to travel the world or stay close to home, your retirement should be exactly what you want it to be. This is a time for you to enjoy all that you have worked for without having to worry about your funds running out. The Unified IncomePlan is your personalized retirement income solution. It’s a process that starts with you–understanding your goals, your lifestyle and your expectations for achieving an enjoyable retirement. With your help and input, our experienced retirement professionals will perform a comprehensive analysis of your goals and develop a personalized plan that helps provide you with a reliable and sustainable income stream throughout your retirement.
Estate Planning
A plan for the future. Estate Planning is a process that starts with you – understanding your unique financial goals, reviewing your comprehensive estate, and identifying the needs of your family. At American Trust, we don’t just hand you an off-the-shelf solution. Instead, we offer you a hand in crafting a personalized estate plan that will serve your needs and those of your family.
Trust Arrangements
You can put your trust in American Trust. Our personal trust services include the administration of trusts and ensuring that those accounts are administered in accordance with the terms of the governing documents. Most trust arrangements provide for professional investment management and allow for the distribution of funds for various purposes.
Tax Planning
Understanding your goals with efficient tax planning. Taxes are unavoidable, but with adequate forethought we can align your financial goals with efficient tax planning to minimize tax liability. Our advisors review your retirement and savings contributions to help ensure that they are the most tax advantageous.
Charitable Giving
Make a difference with endowments, charitable giving and more. From developing plans to leave a portion of your investments to charities, to carving out possible endowment or foundation accounts, we are here to help you make a difference and to do it in the most effective way possible.
Foundations & Endowments
Being a fiduciary is the very cornerstone of our foundation. What that means for your institution is that you will always receive the highest standard of care in the industry. It means you can count on us to put your organization first by always doing what’s in your best interest. We are here to help you on the journey to achieve your mission.
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