An entire library can be filled with various ways to secure funding, manage your 401k, implement investment strategies and identify the right insurance plans for your business and employees. Owens Management will seek to create a relationship that is not just one dimensional, but rather comprehensive in its approach, confident in its implementation, and attentive on its future. By focusing on what is best for the client, our unique approach will let you sleep well at night – in good times and bad.
We are in unprecedented economic times. The road ahead is likely to be a bumpy ride filled with many challenges and opportunities. These times will require a trusted advisor with unwavering attention to detail and frequent and candid communication.
Owens Management family member; Ameritrust Wealth Management, starts from an objective viewpoint: we operate as independent advisors. We have no proprietary products to sell, no conflicts of interest adherent in many banks and brokerage firms. We only answer to our clients. Period.
Ameritrust Wealth Management is a Registered Investment Advisor (R.I.A.)
We are affiliated with Charles Schwab Institutional, one the largest and most respected names in the financial services industry. More than 1,800 Schwab employees work exclusively on behalf of Investment Managers like our firm to provide quality custody, trading, research and back office support services. Currently, over 5,500 registered investment advisory firms entrust over $580 billion of their clients’ assets to Schwab Institutional’s custody.
Charles Schwab Bank and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation. Schwab Institutional is a division of Charles Schwab & Co., Inc. Brokerage products offered by Charles Schwab & Co., Inc., Member SIPC, are not insured by the FDIC, are not deposits or obligations of Charles Schwab Bank, and are subject to investment risk, including the possible loss of principal invested. Deposit and lending products are offered and provided by Charles Schwab Bank, member FDIC and an Equal Housing Lender. Charles Schwab Bank is not acting or registered as a securities broker-dealer or investment advisor. Certificates of Deposit available through Schwab CD One Source offer a fixed rate of return and are FDIC insured and are offered through Charles Schwab & Co., Inc.
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