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Firm Overview

Company Overview

  • Financial Trust Asset Management is an independently owned boutique investment management firm specializing in active and passive investment solutions for institutions and private clients.
  • The firm's highly disciplined investment approach is characterized by a distinctive blend of fundamental bottom-up stock selection, top-down macro research and technical evaluation.
  • Our proprietary quantitative methods leverage decades of academic research on company fundamental characteristics which have historically led to excess returns. The systematic application of quantitative techniques is central to the firm’s investment approach in striving to maximize risk-adjusted returns, and deliver consistent and repeatable results for our clients.




Disclosure - Financial Trust Asset Management claims compliance with the Global Investment Performance Standards (GIPS). To receive a list of composite descriptions of Financial Trust Asset Management and/or a presentation that complies with the GIPS standards, call (800) 953-9144 or email