Home > Trust And Wealth > Manager Research & Due Diligence

MANAGER RESEARCH & DUE DILIGENCE

Dedicated manager and solutions research team on the entire platform of Mutual Funds, Separate Accounts, Exchange Traded Funds, Indices, Hedge Funds, Private Equity, Real Estate, Real Assets.

- Fiduciary Investment Committee
- Environmental, Social and Governance (ESG) and Impact Investing research
- Research Analysis
- Manager Insights Analysis
- Strategic partnership to allow for coverage of over 1,800 funds and managers

 

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