Our team is dedicated to providing personalized service, tailoring a professional investment program to the specific objectives of each and every client. Our separately managed accounts for high net worth individuals and institutions benefit from the individual attention and focus from the same investment team that manages our mutual fund. We are tax conscious and firmly believe in the power of compounding over time. At the same time, as “growth at a reasonable price” style investment managers, we have a keen focus on both growth and value, and scrutinize portfolio holdings accordingly.

Why consider investing with us?

• Rigorous investment process focused on quality and growth
• Highly experienced team working to develop the right portfolio for you 
• Deep industry, company knowledge and management insights help mitigate risk
• Socially responsible investing capability for those who choose it
• Fee structure that is competitive and that aligns your interests with ours
• Direct access to a service-oriented portfolio management team

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¹Disclosures: Historical investment results of American Trust Investment Advisors are no guarantee of future investment performance. Investing in stocks and bonds carries the risk of loss of principal and/or underperformance relative to other investment alternatives.