Financial Trust Asset Mgmt Chartered

Empowering Investors Through Expertise and Trust

Financial Trust Asset Management is an independently owned boutique investment management firm based in Boca Raton, Florida. We specialize in providing active and passive investment solutions to 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.

Our Approach to Investment Management

Our investment approach combines a deep understanding of the financial markets with advanced analytical tools and technology. We utilize a quantitative, bottom-up approach to stock selection, while complementing this with top-down macroeconomic evaluation and technical analysis. This blend ensures a well-rounded and disciplined investment strategy.

Core Values Guiding Our Expertise

Trust: We build lasting relationships with our clients based on confidentiality, transparency, and reliability. As a fiduciary, we are legally bound to act in your best interest.

Risk Management: We prioritize risk management by implementing robust safeguards and diversifying portfolios across different asset classes to mitigate potential losses.

Education and Transparency: We believe in providing comprehensive guidance and clear communication to empower our clients to make informed investment decisions.

Services Tailored to Your Needs

We offer a comprehensive suite of services, including:

• Investment Management: Active and passive portfolio management for individuals and institutions.
• Financial and Retirement Planning: Comprehensive financial planning to achieve your financial goals and retirement security.
• Asset Allocation Models: Customized portfolios to match your individual risk tolerance and investment objectives.
• Proprietary Investment Strategies: Unique and sophisticated approaches to enhance portfolio performance.
• Outsourced Chief Investment Officer: Experienced leadership for your investment strategy and portfolio management.

Who We Serve

Our services are tailored to two primary groups:

Individual Investors: We provide personalized financial solutions to help you achieve your unique goals, whether it be retirement planning, wealth management, or investment growth strategies.

Investment Professionals: We offer a full suite of investment management solutions, including outsourced CIO services and model management, to empower you to enhance your investment capabilities and client offerings.