American Trust Retirement

Description

• American Trust Retirement is a division of American Trust, a family-owned bank founded in 1911 in the beautiful and historic bluffs of Dubuque, Iowa. After three generations of growth, ATBancorp was formed in 1985 to serve as the bank holding company for American Trust. Today, ATBancorp is a three-bank holding company that serves nine communities through fifteen facilities. In 2014, ATBancorp acquired Pension Inc. of Iowa, an unbundled third-party administrator with more than $430 million in assets.The financial management division offers wealth management, retirement, investment, and brokerage services. With total assets exceeding $2.3 billion, it is one of the largest independent Iowa-based operations in trust and related services. The foundation of the banks first retirement services reaches back to the 1950s. American Trust provides clients with the cornerstones of a quality retirement plan that are typically made available to only large clients, and does so in a bundled approach that brings with it tremendous control and cost savings. These cornerstones plan design, fiduciary oversight, investments, and cost efficiency, along with service and technology are American Trust Retirements highest aspirations and achievements.
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  Headquarters:855 Main Street , Dubuque, Iowa, United States

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  Phone Number: +1 800-548-2994

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  Website: https://www.americantrustretirement.com

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  Employees:63

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  Revenue:$10 - 50M

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  Legal Name:American Trust Retirement

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• |  NAICS Code: 523110  |

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