American Trust Investment Advisors provides personalized investment management services for individuals, foundations, non-profit organizations, and pension funds. Founded in 2001, the firm builds customized portfolios primarily consisting of individual stocks and bonds, while sometimes utilizing mutual funds, exchange-traded funds, and exchange-traded notes. American Trust Investment Advisors uses a fundamental analysis approach to select investments, focusing on company valuations, quality management, and potential catalysts for growth. The firm typically has discretion to manage accounts without prior consultation for each trade, executing transactions through custodians like Charles Schwab. Non-profit organizations receive a ten percent discount on advisory fees.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Non-profit organizations receive a 10% discount, bringing their annual rate to 0.9%. Management may waive or reduce fees at its discretion.