CNN provides the latest stock quotes and financial news. From personal finance to global markets, you can keep up to date in the financial world.

 

Investor-Connect provides you and your Account Executive with the tools necessary to help make managing your investments far more convenient. With the flexibility to choose how your funds are invested and disbursed, you'll discover that planning and meeting your financial needs will be much easier.

 

Dollar cost averaging within a tax-deferred 529 Plan can help you jump start your college savings.  The strategy may also help provide short and long-term estate and tax planning advantages.

 

By investing a lump sum or accelerating a gift, dollar cost averaging can be help right away:

  • Potentially lower your federal income taxes.

  • Remove assets from your taxable estate.

  • Tax-deferred growth in a 529 Plan account.

Dollar cost averaging can be beneficial long-term:

  • Reduce your risk level and lower the average price you pay for units.

  • While receiving the benefits of tax-deferred growth, you can dollar cost average into the Portfolios of your choice

  • Establish investing schedules that match your goals and risk tolerance.

Stay a few steps ahead in your college savings by calling American Trust Investment Services today!!!

 

Visit Our Parent Company's Website,
AMERICAN TRUST & SAVINGS BANK

 

Email: invest@americantrustinvestment.com


It is the mission of American Trust Investment Services to provide investment guidance for individuals and businesses, as well as high quality advice and service at competitive rates.

American Trust Investment Services has been a part of Northwest Indiana's financial community for over 45 years, and was acquired by American Trust & Savings Bank in 1995. American Trust Investment Services staff members include a certified public accountant and financial advisors. Our advisors have an average of 16 years of investment advisory experience.

As an Independent Broker-Dealer, we at American Trust Investment Services can offer most of the investments in the market place today.

Compare us to your current financial advisor.  We offer one free consultation to help you understand your needs and objectives before investing.

Our services are further enhanced through our relationship with RBC Dain Correspondent Services.  Founded in 1979, RBC Dain Rauscher TM is one of the largest brokerage and investment banking firms in the country.  RBC Dain Rauscher has been serving individual clients since 1909, and is recognized today as a leader in the retail, fixed income and equity capital market businesses.  Further information regarding RBC Dain Rauscher and their practices can be found at http://www.rbcdain.com.