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American Bank & Trust

Stragetic Business Investing

A planned partnership.

A core component of an effective investment strategy is a strong portfolio. Working with your business or charitable organization, we’ll develop short-term and long-term goals to invest and manage business funds effectively. Utilizing your asset allocation and fund selection alongside our expert knowledge and extensive market research, we’ll diversify investments to create an effective, high-return portfolio.

REBALANCE

We’ll monitor and adjust your portfolio periodically to ensure its success. Where needed, we’ll rebalance it to ensure you have the right investments to suit your goals and risk tolerance.

PARTNER

Listening to your needs, undertaking market research, and communicating regularly is all a part of our service. As your trusted partners, you can rely on us to build your portfolio while tracking and adjusting it as needed.

DIVERSIFY

With over 50 years of experience, your investments are in safe hands. We’ll manage and monitor your investments to maximize your return. In line with your long-term strategy, we’ll diversify your portfolio to develop a safe and stable nest egg that you can bank on.

Take the next step

American Bank & Trust
Get in touch by scheduling an appointment or giving us a call.

Phone - (563) 344-5662

Book Appointment

American Bank & Trust
We’ll discuss your needs in detail to manage your portfolio.

American Bank & Trust
Choose the best investment strategy for today, tomorrow, and beyond.

INVESTOR SOLUTIONS

Flexible
and
reliable.

Partnering with American Bank & Trust is a vital step on the journey to wealth management. We focus on your business’s unique financial goals to design and implement long-term investment strategies. Building your investment portfolio to diversify and solidify return, we’re dedicated to working with you as an experienced partner that combines market knowledge with premium service to deliver flexible and reliable solutions. With over 50 years of experience, we are the strategic partners you can rely on.

American Bank & Trust

FINANCIAL RETURN

While no investment is without risk, our experienced team will assess and monitor your strategy to minimize risk and maximize return on investment.

STRATEGY

We'll take the lead in managing your investment strategy while you direct how conservative or aggressive you'd like us to be. No matter your choice, we'll work to satisfy your long-term goals.

CUSTODY

As a part of our custodial services, we can also manage and service complex situations to protect your assets. Our support includes income processing, corporate actions, trust and fiduciary services, and more!

American Bank & Trust

The best working relationships are built on trust, integrity, and transparency. As an American Bank & Trust client, you’ll work directly with a dedicated account manager. With a flexible approach to your needs, we use our 50+ years of experience to tailor each service to you and your business for an unrivaled return on investment. Partnering with you to develop long-term financial goals, we’ll listen, collaborate, and direct effective investment strategies to diversify your portfolio. Combining our expertise and commitment to your business growth, we’ll manage and support your unique investment goals with flexible services.