Trust & Investment Services
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 experts in wealth management, we’re experts 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:
“One of our primary benefits that we provide is that we are not tied to any one investment firm. We review inventory from multiple investment firms and find the best valued asset available and put it to work for our clients.”
Jeffrey Schultz, CFA, CTFA
Executive Vice President, Chief Investment Officer
Managing Director of Trust & Wealth Management