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Issued to:
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American Trust Company
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which has demonstrated its conformity to all Practices for:
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Investment Advisor Certification
Click to view practices
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for the following Program:
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Investment services provided solely in a discretionary trustee capacity for trustee-directed and participant-directed DC plans and individual investors, including discretionary management services under ERISA 3(38).
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Date of Current Registration:
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2023.06.10
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Date of Initial Registration:
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2006.10.10
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CEFEX file:
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CFX10005
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On behalf of the CEFEX Registration Committee
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David Vriesenga
Chief Rating Officer
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