From Grains
to Gains:
A Bourbon-Infused Guide to Investing.
Navigating the myriad choices and strategies of finance and investing can feel as complex as deciphering the nuances of a fine bourbon. We have created a guide to help investors understand and relish in the art of managing their wealth.
Check out our bourbon-infused guide to investing, From Grains to Gains, to embark on a unique journey, one that draws parallels between the world of bourbon and the realm of wealth management.
To receive a FREE printed copy of ‘Grains to Gains’, complete the form below.
Wealth & Bourbon: Parallel Processes
From the ingredients that define a bourbon’s character to the aging process that imparts depth and complexity, each aspect of whiskey production offers a parallel to essential principles in the world of investing.
Asset Quality
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Wealth
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Bourbon
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Asset Selection
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Wealth
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Bourbon
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Asset Allocation
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Wealth
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Bourbon
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Asset Location
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Wealth
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Bourbon
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Asset Monitoring
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Wealth
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Bourbon
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Asset Adaptation
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Wealth
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Bourbon
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Community
The team at American Trust Wealth understands the importance of giving back to our community. Check out the ways our team is serving the local community in Lexington, KY!
Bluegrass Corporate Cares Connection (BC3)
The American Trust Wealth team is eager to broaden their community involvement, but connecting with non-profits, aligning multiple schedules and other logistics can make the process difficult. That’s why our support of BC3 is so important to us. The BC3 site helps remove these barriers and allow us to schedule service hours with ease at the locations in our area that need it most. This allows us to spend more time helping and less time planning.
Lifeline Christian Mission
We had the opportunity to help package shelf stable, nutritious meals that were shipped to children and families who struggle with hunger and malnutrition.
It was amazing working alongside an organization dedicated to making a difference in the lives of those in need!
American Heart Association Walk
Our team assembles annually to join the fight against heart disease alongside The American Heart Association. We love helping make a difference by raising funds to fight heart disease and strokes in the U.S.
A Wealth Management Team You Can Trust
American Trust Wealth was founded to help investors reliably reach their investment goals in a manner that instills in the highest level of confidence and complete peace of mind. Today our wealth management services group is dedicated to carrying out that mission by offering our clients highly personalized service, expertise, and a broad suite of plans and services in a fiduciary environment.
American Trust Wealth is proud to provide our clients with a team of industry leaders. From our administrative staff to our investment team, the American Trust Wealth culture embraces a spirit of support and a dedication to helping you achieve your goals.
Introducing Thematic Growth Portfolios from American Trust Wealth
- Tailored to the unique stages of an investor’s life and needs.
- Sophisticated asset allocations for sophisticated growth investors.
- Maximizes return to catalyze contributed capital.
- Portfolios are risk-optimized.
- Engineered to grow assets sooner and safeguard them longer.
CONTACT US
CUSTOMER SERVICE
INFORMATION
American Trust Wealth is part of AmericanTCS:
