Investment/Trust - Portfolio Management Services
American Investment & Trust team applies a high standard of care and quality to our investment strategies. Our investment and management approach is systematic, disciplined and consistent. Our primary objective is to meet the individual goals of each client, within the client’s limit for risk, while maximizing potential for income needs and/or capital appreciation.
Securities, insurance products and advisory services are offered by Cetera Investment Services LLC, a registered broker-dealer, member FINRA/SIPC. Cetera Investment Services is not affiliated with the financial institution where investment services are offered. Investment products are * Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit * Not insured by any federal government agency.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.
Investment Services & Programs:
Managed Investment Accounts
For those who wish to have their capital managed by a professional, a managed investment account is a separately managed portfolio of securities actively managed based on an investor’s individual objectives.
Investment Advisory Service
Our investment advisory service helps clients develop and maintain an individualized investment plan and strategy. While striving toward financial goals and earning potentials, special attention is also given to specific needs, objectives, time horizons, and risk preferences. A personalized strategy includes appropriate portfolio diversification between asset classes and investment styles.
American Investment & Trust has the skill to manage the financial, legal and tax issues that trusts can involve. In addition, administering the trust is done in a way that reflects your philosophy and long-term wishes.
Financial & Estate Planning Services
Carefully designed financial and estate plans are not only effective in helping create wealth, they also assist the preservation of wealth for family and heirs.