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American Trust Investment Services, Inc.




American Trust Investment Services, Inc is a member of NASD the National Association of Securities Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

The company has been a part of Northwest Indiana's financial community for over 45 years, and was acquired by American Trust & Savings Bank in 1995. American Trust Investment Services staff members include a certified public accountant and financial advisors. Their advisors have an average of 16 years of investment advisory experience.

As an Independent Broker Dealer, they at American Trust Investment Services can offer most of the investments in the market place today. They offer variety of services such as college saving plan, Individual Retirement Account, mutual funds and many more.

Dollar cost averaging within a tax deferred 529 Plan can help you jump start your college savings.  The strategy may also help provide short and long term estate and tax planning advantages. Investor Connect provide you and your Account Executive with the tools necessary to help make managing your investments far more convenient. With the flexibility to choose how your funds are invested and disbursed, you will discover that planning and meeting your financial needs will be much easier.

The company can help you evaluate the options and determine which plan is best for you and your business, whether you are interested in creating a retirement plan for yourself, your management team, or all of your employees. They offer consultation and planning assistance and can help you find administrative and record keeping services, should you require them.

A Savings Incentive Match Plan for Employees is a convenient, tax favored retirement plan for small business owners who do not maintain any other type of plan. A profit sharing plan is a defined contribution program under which you may determine annually how much your company will contribute to the plan.

It is the mission of American Trust Investment Services to provide investment guidance for individuals and businesses, as well as high quality advice and service at competitive rates.

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