American Trust Investment Advisors

Our Story

At American Trust Investment Advisors, we are committed to helping individuals and institutions achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized investment guidance and services that cater to your unique needs. With a strong foundation in research and analysis, we strive to deliver exceptional investment results while maintaining the highest levels of integrity and transparency.

Our Approach

At American Trust Investment Advisors, we believe that trust is the foundation of any successful investment relationship. That's why our team is dedicated to providing thoughtful and personalized investment guidance. We take the time to understand your unique financial goals, risk tolerance, and investment objectives. Our experienced professionals then combine their expertise and market knowledge to create a customized investment strategy tailored to your specific needs.

Our Investment Philosophy

We believe that investment decisions should be based on thorough research and analysis, rather than fleeting market trends or emotions. Our investment philosophy is built on the principles of discipline, patience, and long-term thinking. We focus on understanding market dynamics, identifying profitable investment opportunities, and constructing a diversified portfolio designed to achieve your financial objectives.

Meet Our Team

Our team of experienced investment professionals brings together a diverse range of skills, expertise, and perspectives. Our leadership team is comprised of respected industry professionals, each with a proven track record of success in their respective fields. Our team includes:

• Paul H. Collins, President, with over 30 years of experience in the financial services industry
• Carey Callaghan, Chief Investment Officer, with over 25 years of experience in investment research and analysis
• Stephanie Brill, Chief Administrative Officer and Chief Compliance Officer, with a strong background in accounting and finance
• Tim Williams, Director of Operations, with over 20 years of experience in operations management
• Anik Mutsuddy, Financial Analyst, with a strong background in finance and economics

Our Advisory Board

Our advisory board is comprised of esteemed professionals from various fields, each with a strong background in finance, business, and academia. Our advisory board members include:

• Robert Moses, CPA, President of Britton Lumber Company, LLC
• Rick Sayles, CFA, with a background in accounting and investment management
• Peter Golder, Professor of Marketing at Tuck School of Business, Dartmouth College

Investment Services

At American Trust Investment Advisors, we offer a range of investment services designed to help you achieve your financial goals. Our services include:

• Investment Management: We construct and manage customized investment portfolios tailored to your unique financial objectives and risk tolerance.
• Financial Planning: Our experts will work with you to create a comprehensive financial plan, helping you achieve your long-term financial goals.
• Wealth Management: We offer a range of wealth management services, including investment management, financial planning, and estate planning.

Get in Touch

At American Trust Investment Advisors, we are dedicated to providing exceptional investment guidance and services. We invite you to learn more about our approach, services, and team. Schedule an appointment to discuss your options and discover how we can help you achieve your financial goals.