American Trust has provided asset management services since 1946. As a privately held institution with the same controlling ownership since 1911, we offer our clients a unique combination of financial strength, professional management, and an element of continuity that is difficult to match.
American Trust Financial Management Group, a division of American Trust is one of the largest independent Iowa-based operations in trust and related services. It offers clients fiduciary, investment, retirement, and brokerage services. As of March 31, 2018, assets under management exceed $2.6 billion. The division is comprised of two departments:
Fiduciary Trust Services
The Fiduciary Trust Services department is responsible for developing, establishing, and managing diverse wealth structures holding a wide range of assets. Its mission is to serve the needs of families all over the nation and across the world who seek to preserve and protect their wealth.
Strategic Wealth Solutions
Strategic Wealth Solutions provides comprehensive private wealth management to qualified individuals and business owners and creates comprehensive strategies to achieve life goals and financial objectives.
American Trust literally was built by families to serve families. The Schrup family through the years has considered it a privilege and a responsibility to invest our capital with families and businesses to help them achieve their goals for success.