We are a boutique broker-dealer serving clients nationwide.
American Trust Investment Services is a privately owned company with registrations in all fifty states, the District of Columbia, and Puerto Rico. We deliver a robust range of financial solutions across traditional and alternative investment products. Our relationship with RBC Custody & Clearing, LLC (RBC) allows us to offer a comprehensive roster of world-class services at a local and personal level.
Our affiliated registered Investment Advisors custodies not only with National Financial Services, LLC (NFS) and RBC, but Equity Trust, Charles Schwab, and Goldman Sachs Custody Solutions. Our insurance division maintains a comprehensive list of highly rated insurance companies. We also specialize in access to Capital Markets, with a broad offering of both public syndicate and private offerings, and an extensive knowledge base and expertise in 1031 Exchanges.
Make Community and Independence part of your business
Financial Professionals join ATIS because they value real relationships and the resources needed to elevate and support their practice model.
We know financial professionals value independence, which is why we are multi-clearing, partners; diverse custodians; and the like. We also know that financial professionals value high touch, and depth of expertise in the focus of their respective practices.
Through experienced, dedicated business managers we facilitate the execution of business. As a sales-oriented organization, we work hard to get your business done and at the same time take the steps necessary to navigate the ever-changing regulatory environment.
We hold weekly calls, periodic & annual conferences, and maintain an open dialogue with firm executives. Our financial professionals find the community and support they need to grow their practices significantly.
Ways to affiliate
Join us as an independent producer, where you can use your existing branding and infrastructure or join an existing regional office (OSJ) that has already gone through the process of branding and staffing to help take your practice to the next level.
Not your usual Independent Firm
ATIS was built by financial professionals, for financial professionals, who appreciate the entrepreneurial spirit needed to prosper and properly service their clients and build their business in today's complex marketplace.
We have been built by executives with over a century of combined experience in all aspects of the securities brokerage industry who believe in active involvement in your business and giving you direct access.
Hybrid Model Support
We believe in a full-service approach to working with your clients and have Investment Services, Asset Management (through affiliated RIA’s), Investment Banking and Insurance divisions that enable you to reach many different types of needs your practice. We will work with you to help you create and maintain relationships with clients; grow your independent practice and work towards your business goals.
What Differentiates Us
- Privately owned
- Wide range of alternative investment products
- Agreements with nearly all the highly rated insurance companies
- Traditional brokerage with access through multiple market intermediaries.
- A robust approved product list
- Innovator of paperless straight-through processing
- Independent consultants – versus captured sales rep – no one is required to represent a single vendor
- ATIS Registered Reps service the client’s best interest through a multitude of product choices
- Registered in all fifty states
- Clearing and custody platform through RBC Custody & Clearing (“RBC”).
- Affiliated Investment Advisory Clearing at NFSC, RBC, Charles Schwab, Goldman Sachs Custody Solutions, and Equity Trust.
