Financial Trust specializes in active and passive strategies, including smart beta. Strategies are available direct via Charles Schwab and Folio Institutional.
Managed account platform participation: Eqis, Adhesion, Clarify
Active Strategies
Equity - Enhanced ValueMomentum Leaders™ Equity - ValueMomentum Leaders™/ VAER
International ValueMomentum VMV U.S. Large Cap
Latin ValueMomentum VMV U.S. Mid Cap
Asia ValueMomentum VMV U.S. Small Cap
Europe ValueMomentum VMV Emerging Markets
Global REIT VMV Developed xU.S.
Global Resources
Equity - ValueMomentum Leaders™ Fixed Income
Health Value Flexible Income
Disciplined Dividend Income™ All Weather Fixed Income
ValueMomentum Leaders™
Passive Equity Strategies
Smart Beta Passive Index
American Disciplined Equity™ American Leaders
American Disciplined Mid Cap International Leaders
American Disciplined Small Cap