Institutional Investors

Your Mission Is Our Mission

At American Trust Wealth Management, being a fiduciary is the very cornerstone of our foundation. What that means for your institution is that you will always receive the highest standard of care in the industry. It means you can count on us to put your organization first by always doing what’s in your best interest. We are here to help you on the journey to achieve your mission.

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OUR APPROACH

A comprehensive investment management, advisory and fiduciary service

Learn how non-profit organizations can meet their investment goals while minimizing risk.

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A prudent process can make your mission possible

Managing a foundation or endowment requires a balance of short- and long-term planning, daily operations and active investment oversight, all within a fiduciary compliant manner. We  implement effective procedures and prudent policies to help make your mission a reality.

  • American Trust first works with you to understand your institution's short-term and long-term investment goals. From there, our team of experts organize the investment approach, while identifying and documenting the responsibilities of all parties.
  • Next, we formalize the process through creation of a detailed Investment Policy Statement (IPS). Organizations such as yours often face the trade-off between the competing goals of supporting short-term operations and preserving long-term assets. Therefore, economic issues such as interest rates and inflation are important to consider. The IPS is customized to the unique needs of your organization and will set the criteria for the prudent selection and retention of investments.
  • The investment approach is then implemented in accordance with the IPS, its stated risk level and diversification parameters, including consistency with the Uniform Prudent Management of Institutional Funds Act (UPMIFA).

  • The final step is the prudent and continuous monitoring of the portfolio and its investments. To assist your organization in being prudent in monitoring us, we provide a quarterly Fiduciary Monitoring Report.

We are here to help you on the journey to achieve your mission.

Investment Strategy

Your institution’s investments may change, but these core philosophies will always be present in the strategy.

  • Allocating savings across investment categories can help lower your risk.

  • High quality assets with better historical track records can provide stability.

  • Keeping costs under control can have a positive impact over the long term.

  • Investment management for your risk capacity and tolerance.

  • Unconflicted and extensive investment option availability.

  • Provides a balanced long term evaluation of each investment relative to its peers.

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To develop a financial plan that leads your organization down the path to success, there isn’t anywhere else to move, but forward.

Lexington was honored to host some of the finest thoroughbreds in the world during the Breeders’ Cup World Championship. As we reflect on that experience and the international flair accompanying it, it’s hard not to contemplate at least some of the potential implications our local experiences may have for the world beyond. Inflation, perhaps?

U.S. stock prices advanced last week as investor sentiment improved for risk assets. Investors have been concerned that companies would report less favorable earnings and analysts would be forced to lower expectations for growth next year.

U.S. stock prices regained traction as investors reacted positively to some prominent earnings reports and signs that the Federal Reserve might slow its pace of interest rate hikes.

U.S. stock prices continued their slide lower as investors grappled with turmoil in UK financial markets and inflation data that paved the way for the Fed to continue their hawkish monetary policy.

U.S. stock prices ended the week with a sharp decline. Most of the losses were at end of the week after Fed chair Powell’s statement that regardless of unemployment levels, raising interest rates and holding them at an elevated level until inflation is tamed remains the priority.

U.S. stock prices ended the week lower, snapping a string of four consecutive weekly gains for the S&P 500 and NASDAQ as investors digested a host of earnings and economic data.

U.S. stock prices moved higher for the fourth straight week, the longest string of weekly gains since November 2021, as investors welcomed the idea that consumer prices may have peaked.

U.S. stock prices moved higher last week as markets shrugged off a downbeat GDP report in hopes that economic contraction may slow the Fed's aggressive hiking cycle.

The following services are trademarked under Unified Trust, a division of American Trust:

financial administration of retirement plans; financial advisory and consultancy services; financial retirement plan consulting services; financial services, namely, wealth management services.