In effort to meet the growing financial desires of individual and business customers, American Investment & Trust of American State Bank was established in 1993. At that time, we were one of the first to offer these types of financial solutions locally. 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 $1.2 billion of assets currently under management and custody, 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, and currently assist over 90 businesses retirement plans, endowments and foundations.
