Sales Proposal Booklet-American Trust

Strategic Weath Solutions Our Strategic Wealth Solutions professionals work with individual qualified clients to design solutions that match their unique needs and goals. Trust us for: • IRAs • Discretionary asset management

• Mutual fund portfolios • Annuities and insurance • Non-qualified brokerage and agency accounts • Deferred compensation and business succession planning • Estate planning • Investment and credit consulting • 529 college plan • And more

Fiduciary Trust Services Our fidicuary trust services was built to meet the needs of families who seek to preserve and protect their wealth. We assist individuals, corporations, third-party banks and advisors, multi-generational family units, and endowments, foundations, and other not-for-profits with: • Trust administration • Financial planning services

• Estate planning support • Family advisory services • Estate administration

Personalized Service ATBrokerage provides the services you need to help achieve your financial goals. You enjoy the best of both worlds–high-powered brokerage services with local, personal service. We offer a wide variety of investment

products and services, including: • Full-service brokerage services • Security trading • Children custodial accounts • And more