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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
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Managing separate portfolios of individual stocks and bonds taking into consideration the objectives, risk tolerance, income needs, etc. of the client. |
| PERSONAL & CORPORATE TRUSTEESHIP |
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Trustee services for those requiring a chartered trust company as trustee. |
| CHARITABLE TRUSTEESHIP |
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Trustee services for trusts established to benefit a church, school or other charitable organization. |
| ESTATE SETTLEMENT |
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Assist the executor in the settling of estates. |
| CUSTODY OF ASSETS |
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Arrange for the safekeeping of securities, collecting and distributing income, comprehensive portfolio accounting and year-end tax summary. |
| SECURITY ANALYSIS |
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Independent, objective analysis of individual stock and bond portfolio holdings. |
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