Our affiliation with ATBancorp® -- a multi-bank holding company headquartered in Iowa -- makes it easy for you to access other valuable services.

Trust Services
Trust services are a natural progression for those who have accumulated substantial assets and want assistance in managing, preserving, and transferring their wealth.  But trust arrangements are as varied as the people that use them.

Our affiliate, American Trust, has provided trust services for over 75 years.  Investors can control the use and disposition of their assets both during and after their lifetime through a variety of trust arrangements, while still enjoying the benefits of ATFinancial Advisor’s investment advisory services.

• Custodial Accounts
• Revocable Trusts
• Investment Agencies
• Testamentary Trusts
• Conservatorships
• Estate Management and Settlement

Retirement Planning

American Trust has a full-service Retirement Planning department that is committed to helping both the sponsoring company and individual participants.  Our sponsor-level planning capabilities include complex plan design, daily valuation recordkeeping, investment management and full discretionary trustee services.  For the individual participants, American Trust provides managed investment options, daily access to account information, and customized projection/planning services.  American Trust is an industry leader in customized, affordable, and comprehensive retirement planning services.