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Current company American Trust Investment Services
Financial Services · 28 employees · Founded 1968 · New York, New York, United States
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 FINRA, SIPC, NASDAQ and NYSE.