Partners

Clearing Partners

RBC Clearing & Custody

American Trust Investment Services, Inc. (“ATIS”) conducts business on a fully disclosed basis with RBC Clearing & Custody ("RBC CC”). RBC CC is a full-service clearing and execution firm providing products and services to various Broker-dealers. RBC CC is a division of RBC Capital Markets, LLC (“RBC CM”)

As a subsidiary of the Royal Bank of Canada, RBC CC is able to draw products and services from a premier global financial powerhouse. At the same time ATIS is able leverage this access to the process of finding clients the solution in their best interest. Ranging from ESG compliance to direct international market access.

National Financial Services, LLC and LaSalle Street Securities, LLC

ATIS also maintains a clearing relationship with National Financial Services (“NFS”) through LaSalle Street Securities, LLC (“LSS”). ATIS operates under a fully disclosed tri party agreement. NFS is a subsidiary of Fidelity Investment Company, LLC (“FIS”) the nation’s second largest brokerage firm in America by assets and accounts.

Fidelity is a full-service broker that has a wide selection of mutual funds and exchange traded funds (ETFs). Other notable features of this broker are access to international markets and fractional share investing. Since its founding in 1946, Fidelity has grown to become the largest provider of 401(k) retirement savings plans in the United States.

Custody Partners

ATIS maintains relationships to meet specialized account types or assets such as: alternative investments real estate; private placements; precious metals; art.