Ameritrust Investments of North Carolina, LLC

Ameritrust Investments of North Carolina offers ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. The firm creates a personalized investment policy statement for every client to guide asset allocation, security selection, and regular monitoring. Ameritrust Investments of North Carolina limits its investments primarily to equities, bonds, fixed income, exchange-traded funds, government securities, and mutual funds, though other securities may be used for diversification. The firm has the authority to make trades in client portfolios without asking first, provided the client grants this permission in writing. Clients are assigned to the primary managing member for ongoing reviews, and the firm uses Charles Schwab & Co. as its custodian for client accounts. Ameritrust Investments of North Carolina does not participate in wrap fee programs and charges fees based on a percentage of assets managed.