American Trust Investment Advisors

Lebanon, New Hampshire

Call (603) 448-6415 Visit website →

About

American Trust Investment Advisors is a registered investment advisor in Lebanon, New Hampshire offering estate planning and investment management services. The firm operates on a fee-only basis without an in-house broker-dealer, partnering with Charles Schwab for asset custody. The advisory board includes professionals with credentials including CPA and CFA designations. The firm serves both individual and institutional clients and maintains a limited client base to ensure direct access to its portfolio management team.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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