In effort to meet the growing financial desires of individual and business customers, American Investment & Trust of American State Bank was established in 1993. From a beginning with just a couple of employees and limited services, our staff and expertise have grown considerably. Highly personalized services are now available in full service brokerage, financial planning, asset/portfolio management, individual and business retirement programs, farm management services, trust, estate, and business succession planning/administration.
With over $600 million of assets currently under management and custody, American Investment & Trust is among the top 10 firms in Iowa for the number of Self-Directed IRA accounts. We attribute our success and growth to the individualized and responsive service we strive to deliver to each of our clients. Armed with a strong foundation of market knowledge, expertise, capacity, and desire to serve, we seek to develop long-term relationships with a focused attention on the financial success of our clients.
In addition to assisting a vast number of individuals and families with a variety of financial services, American Investment & Trust has also developed many important relationships with local and regional businesses by way of their company sponsored retirement plans. With access to and experience in a host of employer sponsored retirement plans, we currently assist over 90 businesses with their important retirement plans and programs.
At American Investment & Trust, we work with you to plan for tomorrow, today. Our team is dedicated to helping you explore your needs and goals through personal meetings. We will analyze and gather the information necessary to create and implement your customized plan. These personalized meetings also allow us to continuously monitor your financial progress.
We maintain a high standard of integrity and professionalism in every aspect of our work, as well as consistent customer service through client meetings and personal contacts. Each member of our staff is knowledgeable, friendly, and completely committed to serving you, so you can plan for your future with confidence.
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