U.S. Bancorp – when you need account service

U.S. Bancorp brings its depth and breadth of experience as a mutual fund custodian to the American Trust Energy Alternatives Fund. While American Trust Investment Advisors, LLC manages the Fund portfolio, U.S. Bancorp Fund Services, LLC manages the Fund’s day-to-day operations, services, and details.

Shareholder services

Shareholders of the Energy Alternatives Fund can rely on U.S.Bancorp’s premier quality and professionalism to produce, customize, and deliver a wide variety of shareholder communications such as:

Customer service

  • Fully staffed, professional call center, available business days, 9 a.m. to 8 p.m. ET.
  • Prompt response to requests for prospectus and other Fund information
  • Telephone transactions.

Complete recordkeeping services

  • Account setup and maintenance.
  • Transaction and distribution processing.
  • Retirement plan processing and servicing.

Comprehensive shareholder options

  • Automatic investment plans.*
  • Payroll deductions.
  • Systematic withdrawal plans.

*An automatic investment plan does not assure a profit and does not protect against a loss in declining markets.