Trust Custody
Custody Solutions Designed to Help Partners Attract & Retain Assets
Custody solutions designed to help benefits administrators realize operational efficiencies and provide access to cutting edge tools and services to relieve margin pressures as well as access unique investment choices to help attract new plans.
Trust Retirement
Helping Improve Retirement Outcomes for Participants
The retirement industry is complex, but we are here to help curate solutions to best meet the needs of the advisors, the plan sponsor, a third–party administrator and most importantly, the participant.
Trust Wealth
Fiduciary Excellence Beyond
Financial safety is the greatest concern for clients. American Trust Wealth is a fiduciary, giving clients the peace of mind knowing that everything is being done to help their financial holdings grow and prosper.
Technology
Technology That Enhances Personal Service, Not Replaces It
Our business partners’ time is best spent in front of the client creating excellent outcomes. We maintain a sharp focus on advancing technology to produce operational efficiencies and competitive advantages.
FiduciaryxChange by AmericanTCS
FiduciaryxChange is dedicated to reducing the risk and administrative burden of adhering to ERISA guidelines. Our suite of flexible and comprehensive fiduciary services helps 401(k) plan sponsors, advisors, and administrators effectively meet their obligations.
Committed to
Innovation of Services
For the past 50 years, innovation in the financial services sector has largely been tied to technical advancements. While AmericanTCS and its subsidiaries has prided itself on being the leading edge in developing and delivering many of those technologies to its clients, our company has maintained a keen focus on the second part of the financial services industry — service — delivering a personal level of customer service that distinguishes us from the competition.
Building the Future of All Americans
Assets
serviced through trading, recordkeeping, custody and technology
Retirement Plans
Serviced through trading, custody, and technology
Institutions
Currently trade with us
Retirement Market
As measured by plans supported
Transactions
Average per year
Traded Principal
Average $ volume of trades per month