American Trust Investment Services

Dec 7th, 2022

OMG! It doesn't get any worse than this folks. Okay ya think you know a person. You think you can trust them and that they would have your back when it comes to trust and placing you in suitable investments as your profile demonstrates. As a retiree you know not to place clients in highly speculative or excessively risky investment vehicles but that's exactly what Mr Schultz did. After transferring out of ATIS we both discovered the sneaky things that were done to our accounts risking our portfolios! Allowing one's personal love life to cloud his judgment by refusing to meet with his long time clients. I find this both shocking, rude and unprofessional! Run folks!!!! You have been warned!!!!
Jul 19th, 2022

My wife and I had been with ATIS for over 15 years. We had great service but that has all changed. Our financial advisor Mr Schultz failed to meet with me after asking several times to meet with me to discuss my upcoming retirement. He never contacted me. My wife attempted to schedule a meeting with him beginning in March however he ignored her requests. We do not have access to our financial advisor or our accounts therefore we have decided to take our business to a more professional and conscientious investment firm who builds client relations instead of tearing them down or allowing personal feelings to interfere or cloud your judgement when making serious financial decisions for our accounts. You have been warned. Unfortunately we cannot in good conscience recommend this particular business. With so many other firms wiling to assist us-why would we want to be ignored? Our money is good anywhere!
Jun 7th, 2022

Oct 11th, 2021

May 6th, 2019