Our Services

  

Developing an Appropriate Investment Strategy 
 AmTrust Investment Services, Inc. offers a wide choice of investment products, including mutual funds, variable annuities, IRA accounts and college savings plans, as well as fixed income investments such as bonds, fixed annuities and brokerage certificates of deposit. We also offer a selection of life insurance and long-term care insurance products to meet your protection needs. 
 
 
There is no one solution that fits everyone’s financial situation. That’s why we work with you to develop a customized strategy that matches your goals. And, as your financial needs and objectives change over time, we’ll be right there with you – doing whatever it takes to make sure that as your situation changes, you’ll still be able to achieve your financial goals.
 
 
 
Products and Services:
  
Investing
 Stocks & Bonds
 Mutual Funds
 Unit Investment Trusts
 Variable Annuities
 
 
 
Retirement planning
 Traditional & Roth IRAs
 Simplified Employee Pension (SEP) Plans
 401(K) Plans
Click here to learn more about retirement planning
  
 
Tax advantage investments
 Municipal bonds
 Tax-free mutual funds
 Annuities
  
 
Education needs analysis for yourself, children or grandchildren
 529 Plans
 Coverdell Education Savings Account
  
 
Risk Management
Offered by AmTrust Insurance Agency, Inc.
 Life insurance
 Auto and homeowners insurance
 Long-term care insurance
 Disability income insurance
 
 
 
Portfolio Review
An annual review of your investments is an important part of our investment strategy. This ensures that our strategies continue to meet your goals. We’ll review new products and services that might be of interest and make sure all pertinent information is current.
  
 
 
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.
 
 Click:            
to complete our online request form and a Financial Advisor will contact you directly
 Call:
(800) 860-5357, Option 1, to be referred to a Financial Advisor near you
to one of our convenient branch locations
 
Discount Brokerage
For those investors who prefer to make their own investment choices, AmTrust Investment Services offers brokerage services where our professional registered representatives will assist you in placing trades.
Call (800) 860-5357, Option 1.
 

 

Developing an Appropriate Investment Strategy  

What do you want to do?
The first step is identifying your goals. Are you putting aside a nest egg for retirement? Saving for a child’s education? Whatever the goal, our Financial Advisors can help you determine how much you’ll need and help you develop a strategy to achieve those goals.
 
Where are you now?
Before we can look to the future, we need to see where you are today. Our Financial Advisors will take a com­plete financial profile in order to evaluate your cur­rent financial situation. We will ask about your current investments, expenses, credit card debt, emergency reserves and insurance coverage.
 
How can we help get you from here to there?
The best investment strategies for you will come from information about your current financial situation and investment objectives. Our Financial Advisors will make recommendations about long-term quality investments with strong track records.