American Trust Retirement

EST. AUM
$422,793,344

CONTACTS
5

CLIENT ACCOUNTS

Firm Details

Metro area Madison
CRD Number
Website americantrustretirement.com
Client types

Overview

American Trust Retirement, a division of American Trust & Savings Bank, is located in the beautiful and historic bluffs of downtown Dubuque, Iowa. Its history dates back to 1911, when several Dubuque business people obtained a charter for the German Savings Bank and named Nicholas J. Schrup the first president of the bank. During WWI, the bank became, as it is known today, American Trust & Savings Bank. The foundation of its first retirement services reaches back to the 1950s. In the late 1990s, the company realized an enormous opportunity existed to unite American Trust's discretionary trust services with the small- to mid-sized retirement market and embarked on a mission to make major cornerstones of a quality retirement plan that were typically made available to only large clients, and to do so in a bundled approach that brought with it tremendous control and cost savings. These cornerstones—plan design, fiduciary oversight, investments, and cost efficiency, along with service and technology—are part of its offerings.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

American Trust Retirement

Platform Details

Investment Preferences

Alternative Activity

Address

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