Individual stocks and bonds

We offer traditional investment options in both the equity and fixed income markets through a number of top name strategic partners such as Charles Schwab and RBC. 


Investment banking services

ATIS is a valued partner for corporate clients domestically and globally.  Our experienced professionals provide a full range of underwriting and advisory services through creative and idea driven M&A, equity and equity-linked financing.


Alternative Investment Products

ATIS employs some of the most experienced due diligence officers in the industry to investigate and evaluate the many alternative investment programs in the market place and bring what we feel are high quality, sound investment options to help advisors differentiate their business and offer better diversification options to their clients.


Investment Advisory Solutions

ATIS has assembled some of the top tier Wealth Management Platforms to help grow your business.


Retirement Plan Consulting Services

ATIS offers investment advisory services to all types of defined contribution and defined benefit plan sponsors.


Insurance Consulting Services

Experienced Insurance professionals will work with you to make smart decisions regarding insurance based solutions in coverage and insurance products.


Insurance Consulting Services

ATIS’s registered representatives consult on insurance products that are primarily purchased for building life-time income, especially guaranteed income.   ATIS registered representatives consult on stock market protected insurance products.  Insurance products explored for each ATIS client include:

  • Life Insurance,
    • Whole life insurance
    • Term Life Insurance
    • Variable Life Insurance
    • Universal Life Insurance
  • Fixed Annuities
  • Indexed Annuities
  • Variable Annuities
  • Long Term Care Insurance
  • Estate Insurance

Investment Advisory Services

Investment advisory services are offered by our registered investment advisory affiliates, 

Chicago Capital Management Advisors, LLC  

PowerPoint Presentation (

Part 2 of form ADV filings CCMA

American Trust Investment Services Advisors,  “Adviser Assisted Portfolios” 

Part 2 of form ADV filings ATISA 

Investment Banking

American Trust Investment Services, Inc. is a valued partner for corporate clients domestically and globally.  Our experienced professionals provide a full range of underwriting and advisory services through creative, and idea driven M&A, equity and equity-linked financing. 

  • Mergers & Acquisitions
    • At ATIS we can provide our corporate clients with innovative advice on valuation, transaction structures and negotiations 
  • Equity Capital Markets
    • Significant experience in capital raising through initial public offerings, registered secondaries, private placements and convertible issues. 
  • Corporate Debt Restructuring

Alternative Investments

American Trust Investment Services, Inc. offers a wide variety of alternative investments. Alternative investments cover a broad range of investment vehicles, strategies, and structures. They share the common goal of having little, no or inverse correlation to traditional equity and fixed income markets with a long-term expectation of illiquidity.  

Having alternatives in your portfolio means having options to fit unique and evolving needs.  We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their objectives, balancing risk and return. 

Alternative investment vehicles we offer include, but are not limited to: 

  • 1031 exchanges
  • Interval exchange funds
  • Real estate private placements
  • Private equity offerings
  • Hedge fund offerings
  • Managed futures funds
  • Non-traded business development companies
  • Non-traded closed end funds
  • Non-traded real estate investment trusts

Alternative investments may not be suitable for all investors and involve special risks such as leverage, potential adverse market forces, regulatory changes, and potential illiquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Individual stocks and bonds

ATIS is a client focused full-service sales, trading and capital markets platform that offers the following

  • Equities have been at the core of ATIS for over 60 years.  Our experienced registered representatives deliver high touch services to help clients execute stock transactions and develop customized investing strategies to meet their unique needs.
  • Equity Derivatives including US equity options in single stock, ETF, index and over the counter options
  • Preferred equities and Convertibles
  • Government, Municipal and Agency fixed income execution and structuring
  • Corporate Credit including investment grade and high yield corporate bonds across a variety of investment grade bonds including senior and subordinated debt and preferred products. 

Retirement Plan Consulting Services

ATIS’s registered representatives appreciate the meaning of retirement and how income vehicles are prioritized.   The following consultation services are provided:

  • Current Investment Review  
  • Debt Review
  • Review of Social security benefits 
  • Guaranteed income for life insurance products
  • Company 401K rollovers
  • Annuity backed long-term care programs
  • Beneficiary planning and updates
  • Tax minimization strategies
  • Legacy asset transfer