About Us

A Trusted Tradition

ATCapital Management is a specialized investment subsidiary of ATBancorp, a privately owned, multi-bank holding company. ATBancorp was formed in 1985 to serve as the bank holding company for American Trust & Savings Bank, a community pillar since 1911. It has grown to strengthen the products, services, and financial management provided to clients while retaining the integrity and commitment that can only be found through a community bank. Today, ATBancorp is a three-bank holding company for American Trust, American Bank & Trust–Wisconsin, and United American Bank in California. ATBancorp, headquartered in Dubuque, Iowa, has assets in excess of $900 million and serves multiple communities through Eastern and Central Iowa, Southwest Wisconsin, and California.

In 2006, ATCapital Management was formed to serve as a Registered Investment Advisor. As a fee-only investment firm, its sole purpose is to provide fully managed investment solutions to clients and advisors, and manage portfolios for individuals, not-for-profit organizations, and corporations, including our affiliate, American Trust Financial Management Group. It also provides investment services and is the sub-advisor to the American Trust equity, fixed income, and asset allocation funds, as well as many key bank clients. All investment personnel are dual employees of both ATCapital Management and American Trust–the same experienced investment team provides investment services across all of the ATBancorp affiliates.

 

Why ATCapital?

Using ATBancorp’s philosophy and expertise, we are leading a new era of investment management. With ATCapital Management, you receive:

  • Seamless, outsourced investment management
  • Disciplined investment process
  • Ability to deliver single strategy, multi-strategy, and custom solutions on one platform

With a team of investment professionals averaging over 15 years of industry experience, we focus on what we do best: managing money and providing comprehensive, unbiased investment advice for our partners and their clients.