Who We Serve 

Our best-in-class solutions are designed to help produce better financial outcomes for the American worker, while allowing our business partners to attract, grow and service assets more efficiently. 

American Trust Custody offers solutions to a select group of financial intermediaries and institutions to help them achieve their mission-critical business goals.

Whether your role is asset management, trading, advisory, custody, reporting or recordkeeping, American Trust Custody can provide products and services that drive highly efficient, cost-effective processes for your business and your customers. 


Benefits Administrators 

Recordkeepers and third party administrators rely on us for trust, custody, participant distribution and/or clearing and settlement services for over 100,000 retirement plans and trust accounts.

Retirement Advisors 

American Trust Custody offers advisors with plans custodied with us a myriad of tools designed to help differentiate their service offering in order to attract and retain retirement plans.

Financial Institutions 

American Trust Custody provides cost-effective electronic order execution services and paying agent services to our bank trust, investment manager, and insurance company customers.  Many of our customers choose us for their complete electronic order execution needs: spanning mutual fund trades, equities, and fixed income markets, as well as our paying agent services and more.

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