About Planning Services | Financial Trust Asset Management

Financial Trust Asset Management is an independently owned boutique investment management firm specializing in active and passive investment solutions for individual investors and investment professionals.

Our mission is to empower investors and investment professionals to achieve financial success through trusted relationships, expert guidance, and personalized solutions.

Investment Philosophy

The firm's highly disciplined, quantitative investment approach is characterized by a distinctive blend of fundamental bottom-up stock selection, top-down macro research and technical evaluation.

Core Values


We partner with you to build long-lasting relationships based on trust, transparency, and reliability. As a fiduciary, we are required to act in your best interest.


A focus on risk management prepares investors to stick with their investment plan in volatile markets.


Comprehensive guidance leads clients to make more informed decisions and better understand the risks and rewards of investing.

Our Team