Individual Investors
American Trust Wealth can help put your financial plan into action.
Many companies say they put the interests of their investors first. At American Trust Wealth, we let our actions say it for us.
You will see this in our fiduciary status, a legal requirement of loyalty; in our solutions,
designed to help you achieve your goals; and above all in our people, who will treat you like family.
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. We offer a full range of investment management services and work with you to determine your risk tolerance and asset allocation. We are committed to providing sound financial advice without regard to compensation arrangements. We are not tied to any product line, and we objectively evaluate every investment using fiduciary best practices.
We offer the following services to our individual investors:
- Financial Planning
- Estate Planning Services
- Managed Rollovers
- Retirement Income
- Charitable Giving
- Investment Management
- Tax Planning
- Trust Arrangements
Prudent Investment Process
At many investment firms, each advisor has their own investment philosophy. This often leads to inconsistent and less-than-desirable outcomes for clients. At American Trust Wealth, investment strategies are established and overseen by our Trust Investment Committee, a team of senior leaders and highly credentialed investment professionals all focused on your success.
Investment Strategy
Your investments may change, but these core philosophies will always be present.
Diversification
Allocating savings across investment categories can help lower your risk.
Asset Quality
High-quality assets with better historical track records can provide stability.
Low Costs
Keeping costs under control can have a positive impact over the long term.
Managing Downside Risks
Investment management for your risk capacity and tolerance.
Open Architecture
Unconflicted and extensive investment option availability.
American Trust Fiduciary Monitoring Index℠ (ATFMI℠)
Provides a balanced long-term evaluation of each investment relative to its peers.
Contact Us Today!
Whether you have a question you’d like us to answer or a brilliant idea you’re ready to share, the team at American Trust Wealth is here to listen. When you become a part of the American Trust Wealth family, you’ll discover what our current clients already know: Fiduciary responsibility is not just a phrase in our brochure, it is our number one priority.
