Financial Trust Asset Management is an independently owned boutique investment management firm based in Boca Raton, FL. Specializing in active and passive investment solutions, their highly disciplined approach combines fundamental bottom-up stock selection, top-down macro research, and technical evaluation to strive for maximum risk-adjusted returns.
With a focus on delivering consistent and repeatable results, Financial Trust Asset Management leverages proprietary quantitative methods that draw on decades of academic research on company fundamental characteristics. Their commitment to compliance is demonstrated through their adherence to the Global Investment Performance Standards (GIPS), ensuring transparency and accountability in their strategies and products.
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