At American Trust, we deliver exceptional financial services through a unique combination of world-class investment banking, exclusive alternative investment opportunities, and bespoke wealth management solutions.
Our investment banking division excels in facilitating IPOs, follow-on offerings, and equity capital markets transactions. We also specialize in the creation and management of Special Purpose Vehicles (SPVs), enabling access to diverse and sophisticated investment strategies on a global scale.
A hallmark of American Trust is our unparalleled expertise in alternative investments. We offer exclusive, bespoke opportunities typically reserved for the ultra-wealthy—investments that are unavailable even at the largest firms or wirehouses. Powered by our industry-leading platform, clearing through RBC and Axos and supported by custodial relationships with NFS (Fidelity), Charles Schwab, and Raymond James, we ensure our clients gain access to the most sought-after opportunities in the market.
Our alternative investment offerings are complemented by a robust wealth management division, providing personalized strategies for asset allocation, retirement planning, and professionally managed portfolios.
At American Trust, we are dedicated to helping our clients achieve their financial goals through innovation, expertise, and an unwavering commitment to excellence. By delivering tailored solutions and fostering long-term growth, we empower our clients to succeed across industries and markets.
Our memberships include NASDAQ, FINRA and SIPC.
Company Details
- Employees
- 26
- Founded
- -
- Address
- 230 W Monroe St, Suite 300,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.amtruinvest.com
- Keywords
- Investment Banking, Equity Capital Markets, High Net Worth, Nasdaq Member, IPO, IPO's, Initial Public Offerings, Capital Raise, Special Purpose Vehicles, Alternative Investments, Private Securities, Wealth Management.
- HQ
- Chicago, Illinois
American Trust Investment Services Questions
American Trust Investment Services's website is http://www.amtruinvest.com
American Trust Investment Services's LinkedIn profile is https://www.linkedin.com/company/amtru
American Trust Investment Services has
26 employees.
View email and phone details for 26
employees at American Trust Investment Services.
American Trust Investment Services's industry is
Financial Services
American Trust Investment Services's top competitors are
Asia Go Ipo Summit,
Us Tiger Securities, Inc.,
Rbw Capital Partners Llc,
Revere Securities Llc,
Dawson James Securities, Inc.,
The Aeon Group,
D. Boral Capital,
Icon Realty Management & Brokerage,
Pacific Century Securities, Llc,
Ac Sunshine Securities Llc.
American Trust Investment Services's categories are Financial Services
American Trust Investment Services's founding year is 1968
