American Trust Investment Services

Overview

American Trust Investment Services is a privately owned financial services firm offering a comprehensive suite of investment solutions, including traditional and alternative investment products. The firm operates nationwide, providing services such as investment banking, equity capital markets, and bespoke wealth management. Their affiliated registered investment advisors custody assets with multiple custodians, including National Financial Services, RBC, Charles Schwab, Goldman Sachs Custody Solutions, and Equity Trust, ensuring a broad range of investment options for clients. The firm's investment strategy encompasses a diverse array of asset classes, including fixed income, private equity, real estate, and venture capital. They focus on various stages of investment, from early-stage ventures to late-stage buyouts and distressed assets. This approach allows them to cater to a wide spectrum of investment needs, aligning with the firm's mission to provide tailored financial solutions. With over 60 years of experience, American Trust Investment Services emphasizes integrity and professionalism in its client relationships. The firm is registered in all fifty states and offers access to capital markets, including expertise in 1031 exchanges. Their commitment to innovation is evident in their adoption of paperless straight-through processing, enhancing efficiency and client service.

Investment Focus

• Accredited investors only
• Investment horizon of 5-10 years
• Diversified portfolio strategy
• Alignment with firm's investment philosophy

Portfolio Companies