Home > Trust And Wealth > Portfolio Construction



We analyze a wide range of asset classes, including hedge and private equity funds and global investment opportunities, as potential components of an asset allocation. In addition, we believe that true diversification requires managing for cash flows across and within asset classes in various market environments — not simply allocating according to a grid.

Your asset allocation will be based on the long-term expectations established for each asset class by our most senior investment professionals. Over the shorter term, however, your portfolio manager can adjust your portfolio tactically in response to emerging opportunities and risks, and reflecting GWIM CIO insights about trends and themes relevant to you.

- Dedicated asset allocation and risk analytics team
- Dedicated centralized portfolio management
- Innovative portfolio construction techniques and tools
- Full suite of portfolios for all wealth levels and risk profiles
- Actively managed single asset and multi asset class portfolios

How you own your assets — personally or in trusts; in taxable or tax-exempt solutions — can have a material impact on the overall performance of your portfolio. At JATB, we focus on this wealth structuring aspect of your portfolio in conjunction with managing the assets themselves.


Latest News PLEASE NOTE - Joint American Trust Bank (JATB) Changing Gears

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).

Investment Products: Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value
Credit subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.
Copyright © 2018 Joint American Trust Bank. Joint American Trust Bank is authorised by - virtue of her management team - MLOC.
JATB is not a Prime Bank so may not be rated publicly as it is privately held. Private Direct Banks are not required to release internal financial information. JATB models her security standards as stipulated by the OCC. Joint American Trust Bank and the bird logo are our trademarks. NMLS#: 1500292