Wealth Management

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A Partnership You Can Trust

American Trust, an affiliate of United American Bank, has provided asset management services since 1946. As a privately held institution with the same controlling ownership since 1911, we offer our clients a unique combination of financial strength, professional management, and an element of continuity that is difficult to match.

 

American Trust Financial Management Group, a division of American Trust is one of the largest independent Iowa-based operations in trust and related services. It offers clients fiduciary, investment, retirement, and brokerage services. As of June 30, 2017, assets under management exceed $2.39 billion. The division is comprised of two departments:

 

Fiduciary Trust Services

The Fiduciary Trust Services department is responsible for developing, establishing, and managing diverse wealth structures holding a wide range of assets. Its mission is to serve the needs of families all over the nation and across the world who seek to preserve and protect their wealth. Click here to learn more.

   

Strategic Wealth Solutions

Strategic Wealth Solutions provides comprehensive private wealth management to qualified individuals and business owners and creates comprehensive strategies to achieve life goals and financial objectives. Click here to learn more.

   

American Trust literally was built by families to serve families. The Schrup family through the years has considered it a privilege and a responsibility to invest our capital with families and businesses to help them achieve their goals for success.

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Cathleen M. Colgan

Managing Director, Senior Vice President and Trust Officer
American Trust
650.548.3102
ccolgan@americantrust.com

Fiduciary Trust Services Strategic Wealth Solutions Retirement Services

Living Trusts & Testamentary Trusts

Estate Settlement & Administration

Agency Accounts/Custody Services

Strategic Asset Allocation

Fixed-Income Investments & Equity Investments

401(k) Plans

New Comparability Plans

Profit Sharing Plans

Defined Benefit Plans

IRAs

Fiduciary Trust Services

Living Trusts & Testamentary Trusts

Estate Settlement & Administration

Agency Accounts/Custody Services

Strategic Wealth Solutions

Strategic Asset Allocation

Fixed-Income Investments & Equity Investments

Retirement Services

401(k) Plans

New Comparability Plans

Profit Sharing Plans

Defined Benefit Plans

IRAs

Access your Account – Weblink Self Directed

 

Securities and insurance products are–Not bank guarantee–Not FDIC insured–May lose value–Not financial institution guaranteed–Not a Deposit–Not insured by a federal government agency.