Wealth Management

Planned Giving Services for Non-Profits

We can help your non-profit organization fulfill its mission with our investment management and planned giving services. We manage numerous endowment and foundation accounts for organizations ranging from universities to treatment facilities. We work with these organizations to manage their funds according to established investment policies for the long-term support and financial health of the organization. We also provide charitable trust and gift annuity management services.

Our team can help you determine what options are best for you. 

Access my Wealth Management Accounts



Products and services offered through American Trust Center are: * Not a deposit * Not FDIC Insured * Not Insured by any federal government agency * Not financial institution guaranteed and may be subject to investment risk, including loss of principal amount invested. 

Blaine Stockert, Tasha Gartner, Melinda Kempel, and Cole Lauinger, Registered Representatives who offer securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA /SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA) an SEC Registered Investment Advisor. American Trust Center and American Bank Center are not affiliated with APFS and APA. The financial institution (American Bank Center) and the Broker Dealer (APFS) provide separate and distinct products and services. Securities offered by APFS are not FDIC insured. APFS securities products are subject to investment risk and possible loss of principal invested.

Check the background of these investment professionals on FINRA’s BrokerCheck

Customer Relationship Summary [PDF]

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