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.

Let's Talk

OUR APPROACH

A comprehensive investment management, advisory and fiduciary service

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

See How

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.

Contact Us Today

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

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.

U.S. stock prices recorded another week of solid losses despite some early-week strength as market volatility continued. The S&P 500 returned -5.04% as markets turned south Thursday afternoon and into Friday as investors grappled with a hotter-than-expected inflation reading and upcoming monetary tightening in Europe.

U.S. stock prices declined as investor sentiment shifted back toward skepticism around the Fed’s ability to restrain inflation. Now that the first quarter reporting cycle has effectively ended, analyst expectations for the second quarter have come into focus.

U.S. stock prices declined for the seventh consecutive week as the S&P 500 reached bear market territory, declining more than 20% from its peak in January, using intraday prices.

U.S. stock prices generally declined for the fifth consecutive week as persistently high inflation and monetary policy remain front of mind for many investors.

U.S. stock prices declined for the fourth consecutive week as the Nasdaq Composite finished the month of April down more than 13%, its worst monthly result since October 2008.

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.