AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC.

Overview

American Trust Investment Services Advisory, Inc. is a small, client-focused advisory firm that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. The firm acts as a capital allocator and shows a clear preference for equities, while also integrating alternatives and insurance solutions into client programs. Its advisory model appears to be largely non-discretionary—clients retain decision authority—so the firm’s role emphasizes advice, portfolio construction, and manager selection rather than taking broad trading authority. The firm identifies as an active ESG investor, which likely informs stock selection, ETF choices and manager screens. Affiliations with a broker-dealer and an insurance company expand its access to annuity and insurance products that can be layered into financial plans. Given the mix of fee structures (percentage of AUM, hourly, and other), the practice can accommodate both ongoing relationships and project-based advisory work.

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Public Holdings

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Location & Offices