Trust & Wealth Management
Putting Our Experience to Work for You
Trust, Investment, Estate & Fiduciary Services
At American National Bank & Trust, we can provide you with trust, estate and fiduciary services, professional investment management, individual retirement accounts, company pension and retirement planning, custodial and safekeeping arrangements, and other individualized wealth management services.
By asking the right questions we’re able to provide the answers you need to meet your financial goals and earn your trust every step of the way. We’re not only professionals in wealth management, we’re professionals in listening. And because the financial services we offer are never chosen by an out-of-town, ivory tower bank mandate to push financial products, we can customize financial solutions just for you.
We offer a variety of services to help you with your investment needs:
In the realm of trusts and estates, our experienced professionals and financial advisors will assist you in crafting personalized strategies to ensure and optimize your financial well-being. We focus on building long-lasting relationships and our trust and estate services aim to instill trust and confidence in our clients across Texas and beyond.
American National Bank & Trust understands the importance of approaching estate planning and trusts with care and consideration. Our comprehensive array of services, which encompass personal trust and retirement plan services, and wealth management empower you to make well-informed decisions that are harmonious with your financial objectives. Rely on us to navigate the intricacies of wealth management, providing unwavering support and expertise at every stage of your journey.
Take the first step toward financial empowerment with American National Bank & Trust and secure the longevity of your legacy and plan for the future with our financial advisory services. Connect with our team today.
“We take our fiduciary responsibility very seriously and always aim to prioritize our client’s interests. When American National Bank & Trust entered the Trust and Investment services business in 1995, we ended the year with $35 million in assets under management. Since then, we have grown to become the 17th largest trust organization in Texas with assets under management of $2.1 billion and show no signs of slowing down. We owe our growth to our current clients, trusted CPAs, and attorneys that we work with daily, but most of all, our dedicated staff members who strive to put our client’s interests first.”
Jeffrey Schultz, CFA, CTFA
Executive Vice President, Chief Investment Officer
Managing Director of Trust & Wealth Management