MISSION AND VALUES:
Our goal is simply to help our clients move/transfer their finances smarter, collect debts better and save/invest more towards a brighter financial tomorrow. We management clients' personal wealth, while simultaneously focusing on preservation and growth. We proudly serve individuals, firms with complex assets and/or the need to relocate/transfer or convert such assets; professionals/lenders, senior-level executives and entrepreneurs, as well as foundations and endowments.
Our business is based on the following principles:
Integrity
Our clients come first; we conduct their business with the utmost respect and secrecy.Insight
We listen to our clients' personal goals and then adapt to their needs accordingly.Innovation
We apply innovative thinking to our expertise, creating beneficial new service offerings.
Our commitment to our clients:
Act in utmost good faithServe the best interests of every client
Disclose all material facts & conflicts
Identify & avoid conflicts of interest
Manage investment expenses with proactive responsibility
You can always bank on us!
Professional Advisers
It is imperative that we notify our clients/customers, shareholders/investors that JATB is going through a phase in our polio-review. JATB is still committed to giving the same outstanding service but in a better and clearer manner. Due to this polio-review, JATB may unveil new service designs this would not in any way affect your account status as our client or your financial position as a shareholder or investor.
We apologize for any inconvenience this may cause you and we guarantee this would not affect any financial engagement on the platform. We apologize for posting this now, we only wanted to make sure we are ready for the paradigm shift. For further information, please contact the Joint American Trust Bank Client services team on info@jointatb.com (7am to 5pm PST daily).
