Investment Solutions
At American Trust, participant success is always our compass. An integral component of this is an investment process that effectively positions participants for success and is also flexible, allowing you, the advisor, to fulfill whatever investment role makes sense for you and your practice.
Investment Solutions
Advisors that work with us can manage the investment selections, leverage our models, or even take advantage of our powerful Managed Account Platform.
Managed Accounts
Managed Accounts can offer an in-plan guaranteed income for life feature. This fixed-index annuity can be easily added to any defined contribution plan and helps improve participant outcomes by providing protection for market loss, reducing longevity risk, and addressing the impact of inflation.
ModelxChange
ModelxChange® is our proprietary web-based technology for trading and rebalancing ETF and mutual fund-based portfolios. By seamlessly coordinating all the moving parts required to handle a model within a retirement plan, ModelxChange includes the syncing of the model with the plan accounts — automatically handling specific investment exclusions. It also provides reporting metrics and all the necessary tools advisors have come to expect to easily fulfill their fiduciary responsibility.
Collective Investment Trust (CIT) Funds
Your investment strategy can be used on any custodial or retirement platform at an extremely competitive price point. Partnering with us offers you a strategy to improve retirement outcomes.
DepositxChange
Our FDIC-eligible daily deposit product offers a competitive alternative to money market funds for plan investment menus. DepositxChange® processes daily plan deposit and withdrawal activity across participating banks, connecting them seamlessly with your record keeping system. DepositxChange provides participant-level FDIC insurance, a cash option for retirement plans and improved operational efficiencies.
Self-Directed Brokerage Accounts
Self-Directed Brokerage Accounts are available.
Contact us today!
Whether you have a question you would like answered or want to share a brilliant idea, we are excited to hear from you.
