Our Services

While investment management is our primary expertise and principal focus at American Trust Investment Advisors, we provide a variety of services to clients in our separately managed accounts business (both individuals and institutions). These can range from providing the full suite of “family office” services, to custom analyses of retirement plan options, assistance in planning for inter-generational transfer of wealth, etc. We can easily serve in a variety of roles that can be helpful in:

• Maximizing the tax efficiency of your assets over several generations
• Managing your investments in accord with your wishes for you or your family in the event of disability or death
• Facilitating charitable bequests

We conduct our fiduciary work with the understanding, thoughtful and conscientious care that is appropriate to our role.