NEW YORK--()--American Stock Transfer & Trust Company, LLC (AST) announced today the launch of its new wealth management division, AST Personal Wealth Solutions, the latest product developed to provide individual financial planning and recommendations for investors. AST is known for being a leader in the marketplace and recently received the highest ratings for overall client satisfaction and loyalty in an industry survey.
“We are empowering investors with strategic financial planning and exclusive investment opportunities.”
AST Personal Wealth Solutions offers an integrated platform of services for both corporate issuers and individual investors. The service offering incorporates equity plan solutions, dividend reinvestment management, broker dealer services and financial planning into a robust suite of wealth management capabilities that address the needs of both public companies and shareholders.
“AST Personal Wealth Solutions is our latest offering of cutting edge investment choices to issuers and shareholders,” commented Mark C. Healy, President and Chief Executive Officer of AST. “We are empowering investors with strategic financial planning and exclusive investment opportunities.”
With the addition of a team of Financial Advisors, AST Personal Wealth Solutions offers a unique perspective on financial planning. Through an in-depth assessment of each investor’s personal financial approach and extensive modeling to anticipate market trends, AST Personal Wealth Solutions creates a tailored investment strategy to achieve their financial goals.
“In today’s economy, investors want the opportunity to grow their wealth in a straightforward and effective manner,” commented Christopher Terenzi, Executive Vice President, Asset Management. “AST Personal Wealth Solutions not only gives investors the tools they need to implement their financial strategy, but also creates long-lasting relationships built on trust, expertise and quality of service.”
About AST Personal Wealth Solutions
AST Personal Wealth Solutions provides customized wealth advisory services, self-directed investment services, dividend reinvestment and employee plan administration to issuers and shareholders. AST Personal Wealth Solutions, a registered investment advisor, offers a wide array of products and services from American Stock Transfer & Trust Company, LLC, AST Equity Plan Solutions and also AST Investor Services, LLC, a registered broker dealer.
American Stock Transfer & Trust Company, LLC (AST) and its affiliates in the Link Group network are leading providers of registry services and technology to financial market participants in North America, Australia, New Zealand, Hong Kong, India, South Africa and the United Kingdom. AST and its partner, Canadian Stock Transfer Company Inc. (CST), form the North American division of the Link Group. Together AST and CST provide comprehensive stock transfer and employee plan services to more than 8,000 public issues and over 5.5 million shareholders. The division serves clients located throughout North America and in over 22 foreign countries, ranging in size from initial public offerings to Fortune 100 companies.