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American Marine bank has been managing trusts in Western Washington for over
25 years. We have over $130,000,000 under management in personal trusts, charitable
trusts and IRA rollover accounts. Each of our customers has a primary point of contact,
an experienced professional with the authority and the responsibility to act for
your account.
American Marine Bank
has flexible options for the size of accounts we administer. Big or small,
AMB manages all types of needs. Our average account size is well over
1/2 million dollars with many over 1 million, but we are able to accept
accounts at $100,000.
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Single
Source of Contact |
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At
American Marine Bank, our local community banking roots set us apart
from the big guys. You’re not a number. Your account is handled
by one person, unheard of at most companies you do business with.
Your personal Account Executive will provide face-to-face, personal
service focused on you and supported by a trust administrative
officer, trust real estate professional as well as support in investment
research and estate planning. |
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Absolute
Accountability |
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Your
personal Account Executive has absolute accountability with each and
every account. From the first step of designing an investment plan,
through periodic account review, your personal Account Executive will
work closely with you. |
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Rigorous Performance Measurement |
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We’ve
established rigorous checks and balances within each account. Our
personal Account Executives work together to monitor and evaluate
each other’s work on a regular basis to ensure appropriate performance
and to identify issues before they become problems. Additionally,
we employ an independent third party to provide AIMR compliant performance
measurement. |
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World
Class Research Partners |
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We
have developed relationships with Wall Street traders and research
partners to assist us in our investment decisions. Our Account Executives
confer directly with institutional fund managers, analysts, tax strategists
and other professionals to stay on top of issues that affect their
client’s financial lives. |
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Seasoned,
Trained Professionals |
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Our
personal Account Executives have an average of 25 years in the investment
and account management profession. Additionally, each team member
maintains a knowledge plan including ongoing certification and continuing
education goals, association affiliations, and work toward accreditations.
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