Your Investment Goals Are Our Business
We serve our clients by providing unbiased investment management services
About Us?
AmeriTrust Capital Management is a fee-only investment advisor dedicated to providing personalized investment advice to individuals and businesses.
For over thirty years, our primary focus has been to provide unbiased services that are designed to assist our clients in achieving their long-term investment and financial goals.
Our Services
We offer comprehensive financial planning and investment services tailored to your needs:
Retirement & Education
With over 30 years of experience in Retirement Planning and Education, we provide a vast range of services for both individuals and organizations, ranging from Individual Retirement Accounts and Trusts to Employer-Sponsored 401(k) Plans and Corporate accounts.
Wealth & Estate Management
As your Investment Advisor, we provide strategies to help you reduce taxes, plan for your financial future and ensure a smooth transfer of wealth to your loved ones.
Stocks, Bonds & Mutual Funds
Our team will lead you through investing in stocks, bonds, mutual funds, ETFs and so much more. We help you diversify your portfolio by having a mix of different investments.
Small Business Retirement Plans
The creation of the Simplified Employee Pension (SEP) and the Savings Incentive Match Plan for Employees (SIMPLE) affords smaller businesses with a way to offer their employees a retirement plan.
Mark J. Kavaloski
President and CEO
Mark is the President and CEO of AmeriTrust Capital Management, Ltd. Prior to forming his own company, Mark served clients as a Trust Officer for Bank of America, Wells Fargo and Sanwa Bank.
As the Senior Portfolio Manager, Mark provides specific recommendations to clients regarding their investment portfolio and financial planning needs. His experience of more than two decades in trust administration and portfolio management provides invaluable insight in serving clients.
Mark received his Bachelor of Arts in Business Administration from Loyola Marymount University. He then went on to earn his Masters of Business Administration from California State University, Los Angeles. He is an associate member of the CFA Institute and the National Association of Personal Financial Advisors (NAPFA).
Logan A. Farrer
Portfolio Administrator
Logan is the Portfolio Administrator at AmeriTrust Capital Management. She monitors the daily trading activities, account management and distributions for our clients.
Logan received her Associates Degree from Orange Coast College with additional studies at CSU Fullerton and Sonoma State University. Her past experience includes office management and a stint at LPL Financial.
Jewel Nunez
Administrative Assistant
Jewel has been with AmeriTrust since 2023. She provides the necessary administrative support to Mark and Logan.
Elizabeth T. Kavaloski
CFO
Elizabeth Kavaloski provides fiscal oversight as the CFO for AmeriTrust Capital Management. Elizabeth brings over 30 years of experience in accounting, payroll and financial reporting.
Our Partner
As a client of AmeriTrust Capital Management, you benefit from our partnership with Independent Financial Partners (IFP). IFP provides us with a wide range of services, including in-house compliance, marketing, technology, and business operations solutions. This allows us to offer you personalized options for serving your individual needs and gives us access to IFP's nationwide network of financial, legal, and insurance experts.
Independent Financial Partners is a broker-dealer and registered investment advisor. Their independent platform empowers firms like ours to deliver better client experiences through freedom of choice and constantly evolving tools. At AmeriTrust Capital Management, we strive to provide you with the best possible financial planning solutions, supported by IFP's expertise and resources.
Get in Touch
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