Wealth Management
 A PARTNERSHIP YOU CAN TRUST
American Trust California is a division of American Trust & Savings Bank,
a 99 year-old bank with trust assets of over $1,200,000,000.
Since 1947, American Trust has offered wealth management, investment management, and retirement planning services to individuals, not-for-profit entities and businesses.
American Trust is a member of ATBancorp®, a family-owned bank holding company headquartered in Dubuque, Iowa with over one billion dollars in assets. ATBancorp and many of its shareholders are founding investors in United American Bank.
Wealth Management |
Investment Management |
Retirement Planning |
- Living Trusts & Testamentary Trusts
- Estate Settlement & Administration
- Agency Accounts/Custody Services
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- Strategic Asset Allocation
- Fixed-Income Investments & Equity Investments
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- New Comparability Plans
- Profit Sharing Plans
- 401 (K) Plans
- Defined Benefit Plans
- IRAs
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The Trust & Wealth Management Services purchased through American Trust:
- Are not insured by the Federal Deposit Insurance Corporation (FDIC)
- Are not deposits or other obligations of United American Bank or American Trust and are not guaranteed by United American Bank or American Trust
- May fluctuate in value and are subject to investment risks, including possible loss of the principal invested.
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Main Number:
650.548.3100
Fax Number:
650.548.3101
Cathleen M. Colgan
Managing Director, Vice President and Trust Officer
American Trust
650.548.3102
Cathy Brucker
Vice President and Trust Officer
650.548.3104
James C. Manzi
First Vice President
650.548.3106
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