Disclosures

Before investing it is important that you understand that securities and insurance products involve risk and may lose value. They are not FDIC insured or insured by any Federal government agency and are not deposits of, guaranteed or insured by American Trust. Asset allocation of your investments does not guarantee a profit or eliminate the risk of loss of value of assets. American Trust cannot guarantee that any participant will achieve a successful retirement. American Trust does not provide tax, accounting or legal advice, and information presented about tax considerations is not intended as tax advice and should not be relied upon for the purpose of avoiding any tax penalties. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

The described products and services are subject to all current and future laws, regulations and service terms. Any provided materials are for discussion and marketing purposes only and are not intended to be legally binding. Actual services provided may vary based on changes in applicable laws and specified contract terms.

American Trust is a brand name used by affiliates American Trust Company, AT Retirement Services, LLC and AT Insurance, LLC in marketing services to the retirement plan industry. AT Retirement Services, LLC and AT Insurance, LLC are not trust companies, and do not provide fiduciary services.

The following entities and affiliates may provide the services noted. Trust and custody services offered through American Trust Company. Securities offered through Mid Atlantic Clearing & Settlement Corporation, member FINRA/SIPC. Advisory services offered through Mid Atlantic Financial Management, Inc., a registered investment adviser. Sub-custody and trust services offered through Mid Atlantic Trust Company, a non-depository trust company. Recordkeeping services offered through AT Retirement Services, LLC. Insurance products and services offered through AT Insurance, LLC.

Not FDIC Insured | No Bank Guarantee | May Lose Value

Updated 08/25/2021

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