We are in this business for the same reason you are, to help participants achieve their retirement dreams. No one knows your clients’ financial dreams better than you. We’re here to provide you with the support, resources and innovation you need to help make those dreams a reality. This isn’t just talk- ask us to prove it!
The client experience matters. We provide easy access to technology and innovation tools to help your clients succeed.
We don’t sell off the shelf products. We help you design curated solutions tailored to your client needs.
Our business model is designed to help you shine. We don’t compete for clients; we help you win new ones.
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At American Trust, participant success is always our compass. An integral component of this is an investment process that effectively positions participants for success and is also flexible, allowing you, the advisor, to fulfill whatever investment role makes sense for you and your practice. Advisors that work with us can manage the investment selections, leverage our models or even take advantage of our powerful Managed Account Platform.
Let’s face it, the industry is complex, but we are here to help curate solutions to best meet your client needs. These are just a few of the many capabilities, expertise and strategic partnerships that we can deliver.
If you want to produce a massively improved outcome story, work your way - not the providers way, offer customized plan solutions for your clients, or leverage an infrastructure to build and scale your business.
Roman concrete laid the foundation for unprecedented social, political, and economic transformation. American Trust is always exploring the best avenues for tapping into new economic opportunities.
U.S. stock prices were mixed last week as investors grappled with concerns about the debt ceiling, stubbornly high inflation, and a resilient U.S. consumer.
U.S. stock prices were able to move higher last week as investors showed optimism that a resolution on the debt ceiling will be met ahead of the House vote.
U.S. stock prices were mixed as inflation remains elevated and debt ceiling negotiations intensified.
U.S. stock prices were mixed as investors grapple with uncertainty around the economic outlook, the U.S. debt ceiling, and the Fed’s policy meeting.
U.S. stock prices edged slightly lower last week with the S&P 500 declining 0.09% as investors grew increasingly uncertain about the U.S. debt ceiling.
The original idea behind the mutual fund was a basic one—allow investors to build and access a diversified portfolio without high trading costs.
U.S. stock prices moved higher last week as investors weighed growing growth concerns versus moderating inflation.
U.S. stock prices moved mostly lower over a holiday-shortened week as renewed growth concerns weighed on investors.
On the morning of January 15, 1919, the residents of Boston could not have imagined the catastrophe that would ensue later that afternoon.
U.S. stock prices ended the week higher for the third consecutive week as investors weighed the latest banking sector developments.
In honor of Women’s History Month, it may be appropriate to call attention to the fact that most studies have shown that women fair better as investors than their male counterparts.
U.S. stock prices ended the week higher as the Fed remained resolute in its stance on fighting inflation and raised interest rates 0.25%, despite investor concerns in the banking industry.
U.S. stock prices were mixed as investors were more focused on the fallout from SVB Financial and Signature Bank instead of the February CPI report.
U.S. stock prices declined sharply as investors reacted to the Congressional testimony of Fed Chair Powell and concerns about the banking sector as the government took control of SVB Financial.
U.S. stock prices advanced after closing out the month of February with losses.
The Federal Reserve just raised interest rates again. Inflation is on the rise. The unemployment rate remains low despite a recent wave of corporate layoffs. What does it all mean? That is the quintessential investor question, and it is a difficult one to answer.
U.S. stock prices ended the week lower as the S&P 500 recorded its worst weekly loss since early December, falling -2.66%, as investors are concerned that inflation may have reversed course and ongoing rate hikes from the Fed appear more likely.
U.S. stock prices ended the week mixed as investors weighed healthy growth signals against cloudy monetary policy and inflation outlooks.