Trust and Asset Management
When it comes to your wealth, we’re in the peace of mind business.
As part of the American Bank family, Trust and Asset Management shares the same values that have made banking with American Bank unique. Our mission is to help you achieve your investment, retirement and estate planning goals through the expertise of highly trained professionals. And we’re committed to doing so with a level of caring and personal service that exceeds expectations.
A Commitment to Planning
To properly implement an estate or financial plan, it’s essential that we understand your goals, objectives, needs and risk tolerances. Developing that understanding takes time and energy – and more listening than talking. We believe it’s an effort well-invested. Only with this kind of understanding in place can we begin to suggest specific estate planning techniques or make investment recommendations. But the planning process doesn’t end there. It’s ongoing, and every plan should be re-evaluated periodically, adjusting as your circumstances and other factors change.
Effective communication is the foundation of any relationship. And we recognize that what makes communication effective is personal and unique to each individual. With this in mind, we work with you to shape a Communication Plan that will meet your personal communication needs and preferences – from one-on-one communication to the ease and convenience of Internet access to your accounts.