Our Firm
Who We Are
Through our network of Financial Advisors located in Ohio, Florida and Arizona, AmTrust Investment Services, Inc. offers a broad selection of stocks, bonds, mutual funds, annuities, CDs and insurance products to help our customers successfully accumulate and protect their wealth. Our Financial Advisors work closely with their customers to identify investment products that fit their individual objectives and risk tolerances.
If you’re ready to start building a balanced financial future, our Financial Advisors are available to meet with you in each AmTrust Bank branch throughout Ohio, Florida and Arizona.
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to complete our online request form and a Financial Advisor will contact you directly
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(800) 860-5357, Option 1 to be referred to a Financial Advisor near you
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to one of our convenient branch locations
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With thousands of mutual funds and huge numbers of annuities available in the marketplace, selecting the appropriate investment vehicle can be daunting. We focus on specific products that provide a wide range of investment choices, but are manageable in number. We believe this approach allows our management and sales force to be more knowledgeable about the products we recommend.
Revenue Sharing Agreements/Marketing Compensation
Some of the mutual funds and annuities we sell participate in revenue sharing arrangements. Like many other firms, AmTrust Investment Services has special marketing arrangements with some mutual fund families or annuity companies on its preferred list. Some of these companies make cash payments to AmTrust Investment Services that are used for marketing expenses, due diligence and education programs. Generally these fees are based on sales volume. Our Financial Advisors are not obligated to recommend these products and do not receive additional compensation for doing so. We believe that the training and education activities paid for by the revenue sharing arrangements, as well as the additional attention our Financial Advisors receive from our preferred providers, results in a more informed and knowledgeable sales force. The actual amount received varies from one provider to another; however, in no case is there any additional charge or expense to the customer.
What We Do
Whether you’re a first time investor just starting out or an experienced investor in need of a portfolio review, the dedicated Financial Advisors at AmTrust Investment Services can help.
Because there is not one specific solution to fit everyone’s financial situation, we work with you to ensure an appropriate balance of your investments. In order to assist you in developing your investment strategy, we review your:
Cash Reserves
Money available for emergencies, unexpected expenses or to take advantage of opportunities.
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Protection of Assets
Money to protect the things we care about and cannot afford to lose.
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Fixed Assets
Money invested at a certain rate of return, usually for a certain period of time.
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Equity Assets
Money invested where the value and rate of return varies, but may provide the opportunity for growth and appreciation.
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