Affiliate Services

Through ATCapital Management’s affiliate company, American Trust and Savings Bank, our advisor partners have access to additional products and services that allow for another simple way for you to grow your business. Because the investment management for these products is provided by the same group of professionals as ATCapital Management, the investment philosophy, process, and value proposition are consistent. This means less time learning and more time selling for you.

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Trust Services
American Trust offers trust and fiduciary services and is experienced in developing, establishing, and managing diverse wealth structures holding a wide range of assets. This institution has maintained its independence for 100 years and has governed over client wealth strategies for over 80 years.  Its foundation is built on serving the needs of families who seek to preserve and protect their wealth, delivered by qualified financial professionals with diverse experience.  A few key services include:

Trust Administration

Personalized administration of a variety of trust types in our role as fiduciary. Includes asset management and accounting, asset distribution, bill paying, tax returns, and wealth transfers.

Financial Planning Services

Integrated analysis and planning for family issues, asset management and wealth transfer.

Estate Planning Support

Analysis and review to ensure current plans are consistent with client objectives, including coordinating with legal counsel.

Family Advisory Services

Family missions, goals, education, and governance.

Estate Administration

Executor.


Retirement Services
Visit American Trust Retirement online.

American Trust Retirement is a division of American Trust, a family-owned community bank founded in 1911. We have grown to strengthen the products, services, and financial management we provide to our clients while retaining the integrity and commitment that can only be found through a community bank.

As the fastest growing division in the bank, and with more than 60 years in the retirement industry, American Trust Retirement has grown to be a leader in the industry. In March 2014, the division acquired Pension Inc. of Iowa, a third-party administrator with over $430 million in assets. Today, we service over 450 plans with more than $2.1 billion in assets.

With the acquisition of a third-party administrator, we can offer three retirement solutions: ATAdvantage, a full service model, ATSelect–Recordkeeping, and ATSelect–Compliance, a model with choices. Our solutions provide more flexibility for your clients, so they can choose the model that best fits the needs of their company and its employees.

American Trust Retirement has been recognized nationally for excellence in the Defined Contribution (DC) Survey by PLANSPONSOR® magazine, a leading authority on retirement issues and benefits programs, since 2008. Each year, the magazine conducts a survey recognizing the top retirement plan providers in the nation based on the quality of participant and plan sponsor services. Major defined contribution providers are rated in the various client categories they serve, and benchmark information is collected for plan sponsors to gauge their plans against their peers. Survey highlights:

  • Ranked second in the “less than $5 million market” by net recommendation score at 87.1 percent
  • Received a combined total of 30 PLANSPONSOR Best in Class Awards in the “less than $5 million” and “$5 to $25 million” markets
  • Ranked in the top three in combined awards for plans with $25 million or less in plan assets
  • 200 Best in Class Awards since 2008

For more information on the 2015 PLANSPONSOR®,DC Survey, click here.

This division is poised for continuous growth and success. We promise to develop partnerships and work closely with our clients. We are very proud of our history and look forward to expanding our horizons in the future.