AmeriTrust Investment Advisors, Inc.

A Registered Investment Advisor Offering

Financial Planning and Investment Management

AmeriTrust Investment Advisors, Inc. (AIA), a Registered Investment Advisor firm, is an affiliated company which provides financial planning and investment management services for individuals, companies and charitable organizations. You will receive objective and personalized financial planning advice to help preserve and grow your wealth. All of our services are offered on a fee-only basis which means that we do not receive any commissions, rebates, finder’s fees or other forms of compensations from third parties.

Financial planning is the process of wisely managing your finances so that you can achieve your goals, while at the same time helping you navigate the financial barriers that inevitably arise im every stage of life. Managing your personal finances is ultimately your responsibility; however, you don’t have to do it alone.

The trained and experienced financial planning professionals of AmeriTrust Investment Advisors, Inc. (“AIA”) guide a client with analysis and detailed recommendations in the following areas:

Income tax planning
Cash management
Investment portfolio and asset allocation
Financial independence
Retirement planning and distribution
Risk management (insurance)
Estate tax and distribution planning
Education planning

Financial planning can help you:

Set realistic financial and personal goals
Assess your current financial health by examining your assets, liabilities, income, ins.urance, taxes, investments, and estate plan
Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths
Put your plan into action and monitor its progress
Stay on track to meet changing goals, changing personal circumstances, changing stages of your life, changing products, markets, and tax laws

Our financial planning process includes:

Planning

An initial plan based on information gathered from the client

Implementation

Implementation of recommendations made in the initial plan

Monitoring

Annual update and review

AIA Investment Management Services

As a Registered Investment Advisor, AIA manages individual stocks, mutual funds, bonds, and cash. Our mission is to meet each client’s unique goals and objectives, while reducing volatility and limiting the risks inherent in the securities markets. We strive to provide consistently superior investment performance over long periods of time.

Since no two clients are the same, all our relationships begin with an exploration of a client’s investment objectives and the degree of risk that will be assumed. We help the client translate these investmertt objectives into specific investment guidelines. The established guidelines define a diversified exposure to equities, fixed income securities, and cash equivalents. Investments are then implemented within the established investment guidelines.

Why Choose