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Services

  F e a t u r e   S e r v i c e s

American Trust Company provides a full range of money management services, customized to client needs. Our minimum account size is $500,000.
INVESTMENT MANAGEMENT
Managing separate portfolios of individual stocks and bonds taking into consideration the objectives, risk tolerance, income needs, etc. of the client.
PERSONAL & CORPORATE TRUSTEESHIP
Trustee services for those requiring a chartered trust company as trustee.
CHARITABLE TRUSTEESHIP
Trustee services for trusts established to benefit a church, school or other charitable organization.
ESTATE SETTLEMENT
Assist the executor in the settling of estates.
CUSTODY OF ASSETS
Arrange for the safekeeping of securities, collecting and distributing income, comprehensive portfolio accounting and year-end tax summary.
SECURITY ANALYSIS
Independent, objective analysis of individual stock and bond portfolio holdings.