AMERITRUST INVESTMENTS OF NORTH CAROLINA, LLC

Overview

Ameritrust Investments Of North Carolina, LLC is a small, fee-based registered investment adviser focused on portfolio management for individual and family clients and small businesses. The firm combines advisory services with insurance brokerage activities, which suggests it integrates life, annuity and other insurance solutions alongside investment portfolios. Its stated investment preference is equity-oriented: exchange-traded equities are the dominant asset class in client portfolios, with a clear tilt toward marketable, liquid positions suitable for individual and family balance sheets. The adviser charges a percentage-of-AUM fee and manages client relationships primarily on a discretionary basis. Ameritrust does not report active ESG investing and is not positioned as a multi-state or pension consultant adviser. Service delivery appears tailored to smaller, private clients rather than institutional mandates, with a compact client base and modest overall scale.

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