How We Work
At American National Trust & Investment Services, our core beliefs direct our efforts. Those beliefs are:
- Preservation of Wealth: Holding on to what you have worked hard to achieve.
- Portfolio Diversification: Taking advantage of a number of investment types to balance return and risk.
Once decisions are made, a plan is in place, and investments are purchased . . . our job is vigilance. All of our customer portfolios are monitored for performance against goals. Overall, each portfolio should remain true to its style.
What about when your needs change? We know not everything happens in an orderly, planned, expected manner. We’ll meet with you, talk about what has changed, and review and revise your investment strategy to meet a new reality. Diversification and asset allocation do not ensure a profit or protect against a loss.
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. American National Bank and Trust Company and American National Trust & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
*Trust & Estate Management service are independent of Raymond James Financial Services.
Non-deposit investment products are not insured by bank insurance or the FDIC, are not insured by an federal government agency, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.