American Trust Investment Services Email Format

Financial ServicesNew York, United States11-50 Employees

American Trust Investment Services is a New York-based financial services firm that combines investment banking, exclusive alternative investments, and bespoke wealth management. Its investment banking group facilitates IPOs, follow-on offerings, and other equity capital markets activities, and it also develops and manages Special Purpose Vehicles to provide access to diverse global investment strategies.

The firm emphasizes bespoke alternative investments that are typically inaccessible at larger firms, supported by a platform that clears through RBC and Axos and custodial relationships with Fidelity, Charles Schwab, and Raymond James. Its wealth management division offers tailored asset allocation, retirement planning, and professionally managed portfolios. The company holds memberships with NASDAQ, FINRA, and SIPC, reflecting its participation in established market and regulatory frameworks. Based in New York City, it operates as a relatively small firm.

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