Financial Trust Asset Management

Our mission is to empower investors and investment professionals to achieve financial success through trusted relationships, expert guidance, and personalized solutions. 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. We offer personalized financial solutions to help you achieve your unique goals. Our expert advisors provide a range of services, from retirement planning to investment management, tailored to your financial needs. We offer a suite of investment management solutions, including outsourced chief investment officer (OCIO) services and model management provided through unified managed account (UMA) and separately managed account (SMA) platforms. In partnership with plan sponsors and third-party administrators (TPAs), we provide investment advisory services to corporate retirement plans.