You might be wondering what bourbon and financial planning actually have in common. Quite a bit, according to Kevin Avent, Managing Director of Wealth Management for American Trust Wealth.
Just as master distillers uphold the heritage of their craft, successful investors maintain a steadfast commitment to proven investment principles. In both worlds, the fusion of heritage and innovation is key.
Navigating the myriad choices and strategies of finance + investing can feel as complex as deciphering the nuances of a fine bourbon. To help, American Trust Wealth created “From Grains to Gains,” a guide that explores the art of managing wealth for investors.
Just as bourbon embodies the essence of success, their approach aims to evoke a feeling of security, confidence, and fulfillment for every client. Here’s a snapshot of what that looks like:
Crafting perfection
A distiller’s vision guides its choices — and it’s no different for investors. They must establish their financial goals to inform investment decisions.
Mixing the mash
Investors can ask themselves, “Are you seeking steady income for retirement, capital growth for a future project, or a balance between the two?” The answers will help shape the asset selection process, just as a distiller’s ingredient selection will shape the whiskey they produce.
Aging gracefully
As it ages, bourbon goes through a transformative process that imbues it with depth and complexity. Instead of barrels, the financial market acts as a vessel for where investments age and grow.
Bonus: American Trust Wealth recently partnered with Never Say Die, a local bourbon brand whose name ties directly to a champion horse. The partnership was easily formed as both brands have quite a bit in common. Don’t believe us? Avent explains and explores the parallels between the brands and what that means for you as an investor — don’t miss a surprising connection to the United Kingdom.
Like distillers, the American Trust Wealth team are artisans of their craft and can help you kickstart your investing journey (whether or not you’re a bourbon enthusiast). Snag your free investing guide.†
†Not FDIC Insured | No Bank Guarantee | May Lose Value. Disclosures.
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