Investment Management
At Financial Trust Asset Management, we offer a comprehensive suite of investment management services to help our clients achieve their financial goals. Our team of experienced investment professionals provides personalized investment planning, ongoing portfolio management, investment advisory services for retirement plans, and investment planning for other investment professionals.
Financial and Retirement Planning
At Financial Trust Asset Management, we understand that planning for your financial future can be overwhelming and confusing. That's why we offer comprehensive financial and retirement planning services to help you achieve your long-term financial goals.
Our team of experienced financial advisors will work closely with you to create a personalized financial plan that takes into account your current financial situation, your goals, and your risk tolerance. Your financial situation can change over time, and we will be there to help adjust your plan as needed.
Contact us today to learn more about our financial and retirement planning services and how we can help you achieve your financial goals.
Asset Allocation Models
We work with you to create an asset allocation that is right for you. We educate you so that you understand what you are invested in and why. Our goal is to give you the confidence and comfort to make sound investment decisions, even in volatile markets. This will help you avoid costly mistakes that could derail you from achieving your financial goals.
Proprietary Investment Strategies / Models
We offer several proprietary investment strategies that follow a systematic, disciplined approach. Our wide range of investment strategies provides an abundance of investment options and styles to help fit your risk and return objectives.
Outsourced Chief Investment Officer
Outsourced Chief Investment Officer (OCIO) services can be a valuable tool for advisors who want to free up time and resources to focus on their clients. We partner with advisors through dual-contract, separately managed account (SMA) relationships and unified managed account (UMA) platforms to come up with customized solutions for advisors and their clients.
We offer a wide range of OCIO services, including:
- Strategic asset allocation
- Tactical asset allocation
- Proprietary investment strategies
- ETF models
- Portfolio construction and rebalancing
- Reporting and analytics
- Trading
Our investment professionals have years of experience in the markets and are committed to educating and keeping advisors updated on market developments.