We are a Registered Investment Advisor established and registered with the US Securities and Exchange Commission in 2002. ATIA is a business successor to American Trust Company, an independent trust company chartered in 1991. We provide investment management and related-services to individuals and institutions across the nation, and we also manage a socially responsible mutual fund.
He co-founded American Trust Company, the predecessor business to ATIA, in 1991, Mr. Collins worked in the Investment Division of The First Church of Christ, Scientist, Boston, Massachusetts for eight years. He then joined State Street Bank as a Senior Trust Officer. He also served on State Street's Investment Policy Committee.
He co-founded American Trust Company, the predecessor business to ATIA, in 1991, Mr. Collins worked in the Investment Division of The First Church of Christ, Scientist, Boston, Massachusetts for eight years. He then joined State Street Bank as a Senior Trust Officer. He also served on State Street's Investment Policy Committee.
Services
Our philosophy toward clients is straightforward: client interests always come first. Our registered investment advisor status reflects this commitment. With a singular focus on investment management, we've chosen to operate on a fee-only structure without an in-house broker/dealer and partner with Charles Schwab as the custodian of client assets.
Our Perspectives Commentary is published quarterly and provided to our clients. If you are interested in receiving a complimentary copy of our most recent piece, please fill out the information below. We grew up watching Petticoat Junction - one of a number of 1960s era TV shows set in rural areas (Green Acres being another) that were tinged with nostalgia for simple country living and came with dollops of homespun humor.
Reviews
Be the first to review American Trust Investment Advisors.
Write a Review