American Trust Wealth

05/05/2026

Our Lexington office held their annual pre-Derby party last week. The night was filled with good food, fine drinks and great company as we enjoyed live music from local guitarist Ben Lacy. Guest speaker and University of Kentucky volleyball coach, Craig Skinner, shared insights on leadership and the team's continued success. It was a night well-spent connecting with our community.

Thank you to Ron Morrow, TOPS photographer, for the photos!

04/02/2026

This week, our Lexington office came together to prepare sandwiches for the Hope Center's HopeMobile, an RV dedicated to providing sack lunches to individuals experiencing homelessness in Lexington, KY. We're thankful to have a team willing to help us give back to our community.

03/25/2026

With more than 32 years of experience in financial services, Mero Capo, senior vice president and senior retirement investment consultant, specializes in retirement plan consulting, fiduciary guidance and investment strategy. His goal is to help employers strengthen plan governance and improve participant outcomes.

Based in Pittsburgh, Mero enjoys traveling with his family, golfing and being outdoors—doing all he can to stay young and energized.

Learn more about Mero: https://www.americantrustwealth.com/dipl-team-member/mero-j-capo/

03/19/2026

As Fiduciary Investment Advisor and Director of Fiduciary Consulting, serves families and individuals to deliver goals-based investment management, helping them navigate important financial decisions and work confidently toward their financial goals.

With more than 20 years at American Trust Wealth, Justin is a voting member of our Trust Investment Committee, helping develop our portfolio management strategies.

Learn more about Justin: https://www.americantrustwealth.com/dipl-team-member/justin-morgan-qpfc-qpa-qka-aif-director-fiduciary-consulting-advisor-solutions/

03/17/2026

March Madness is here and brackets are taking shape. We're sharing this timely blog which draws parallels between the tournament and a thoughtful investment strategy.

Read the blog: https://www.americantrustwealth.com/what-march-madness-can-teach-us-about-investing/

03/10/2026

Surging oil prices and unexpected job losses weighed on markets last week. If you have questions on how it may impact you, don't hesitate to reach out to your Fiduciary Investment Advisor.

https://www.americantrustwealth.com/surging-oil-prices-and-unexpected-job-losses-weigh-on-markets/

Last week's market faced a downturn with oil prices and job loss surging. Read the full market summary here.

03/09/2026

Today we celebrate the women of American Trust Wealth—those you see here and the many others behind the scenes—whose expertise, dedication and leadership make a difference every day.

Happy International Women’s Day!

https://www.americantrustwealth.com/about-us/sales-and-services/

03/06/2026

When markets swing, it’s natural to ask: “What changed?” A more useful question: “Who had to trade today—and who could take the other side?” Prices are set by the last solvent conviction, and short-term moves are driven by flows, liquidity and constraints.

If recent volatility has you feeling uneasy, use this helpful framework to stay grounded: https://www.americantrustwealth.com/making-sense-of-market-swings/

01/01/2026

Happy New Year! Thanks to our clients and employees for a wonderful and successful 2025. We look forward to achieving even greater things together in 2026!

12/22/2025

Please join us in congratulating Michael Samford, Director of Investment Solutions, on the expansion of his role. In addition to his current responsibilities, Michael will now also serve clients as a Fiduciary Investment Advisor.

In this expanded role, he will help bring clarity to households and institutions with multi-generational wealth as they navigate complex financial opportunities by aligning long-term goals with a disciplined investment strategy and planning. As a long-time member of the firm’s Trust Investment Committee, Michael brings nearly 20 years of expertise in portfolio management and fiduciary governance to his partnership with clients.

Read more about Michael here: https://www.americantrustwealth.com/dipl-team-member/michael-samford/