It takes a partnership
to serve a mutual fund investor

American Trust Investment Advisors, LLC (the Fund’s investment advisor) and U.S. Bancorp (the Fund’s custodian) combine their respective strengths and services for the benefit of the Fund’s shareholders.

American Trust Company

Founded in 1991, American Trust is a non-depository bank in the State of New Hampshire that

  • Offers investment management services to separately managed accounts for institutions and high net worth individuals.
  • Is investment advisor – through its wholly owned subsidiary, American Trust Investment Advisors, LLC – for two socially responsible mutual funds, including the American Trust Energy Alternatives Fund.
  • Can administer and provide trustee services for trust accounts, in addition to providing investment management services.

U.S. Bancorp

U.S. Bancorp (NYSE: USB), with $242 billion in assets, is the parent company of U.S. Bank, the sixth largest commercial bank in the United States. The company operates more than 2,500 banking offices and some 4,850 ATMs, and provides a comprehensive line of banking, brokerage, insurance, investment, mortgage, trust, and payment-services products to consumers, businesses, and institutions. U.S. Bancorp is home of the Five Star Service Guarantee, which assures customers of certain key benefits and services. Every department within U.S. Bank has developed and adapted its own set of Five Star Service Guarantees. So every business, every employee, every day has the goal of delivering the highest level of customer service in the industry.