Revision to Press Release “Financial Trust Asset Management Plays David to the Big Firms’ Goliath in 'Top Guns' Awards"

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On June 12, 2014 Financial Trust Asset Management issued a press release regarding the 17 plan sponsor Network (PSN) “Top Guns” Awards for the first quarter of 2014, beating out a number of larger institutional firms with assets in excess of a billion dollars.

Revised paragraphs to press release “Financial Trust Asset Management Plays David to the Big Firms’ Goliath in 'Top Guns' Awards” dated June 12, 2014 are as follows:

  • Health Value Strategy™ is made up of 50 health industry stocks that ranked #4 out of 928 firms and 3,055 peer products in the U.S. Equity category for the three year period. The strategy also ranked #1 in the Mid-Cap Category out of 297 firms and 440 Peer Products and #1 in the Mid-Value category out of 118 firms and 144 Peer Products both for the one- and three-year period ending March 31, 2014.
  • VMV Emerging Strategy™, which is a concentrated 8 stock portfolio of emerging market stocks, was ranked #1 in the International Equity Universe out of 296 firms and 822 Peer Products and ranked #1 in the Emerging Market Universe out of 224 firms and 204 Peer Products both for the 1st quarter period ending March 2014.
  • Latin Value Momentum™ Strategy, comprised of 20 Latin American stocks, ranked #1 for the 1st quarter of 2014 for the 3 year period in the four-star category for the Emerging Market Universe out of 224 firms and 204 Peer Products. Four-Star category products must have an R-squared of 0.80 or more relative to the style benchmark for the most recent five-year period and must have returns greater than the style benchmarks over the last three years. The top ten returns for the latest three-year period then become the Top Guns.
  • International ValueMomentum™ Strategy, comprised of 35 international stocks, ranked #3 out of 169 firms and 276 peer products in the EAFE Universe category for the 1 year period ending March 31, 2014.

For details on these strategies visit their website: http://www.financialtrust.net.

Located in Boca Raton, Florida, Financial Trust Asset Management is a fee-only, state-registered Investment Advisory firm specializing in quantitative investment management. Clients utilizing our Separate Account Strategies include foundations, endowments, pension plans, high net worth individuals as well as other non-affiliated advisors, broker-dealers and institutional investors. Additional information about Financial Trust Asset Management Chartered is also available on the SEC’s website at http://www.adviserinfo.sec.gov.

Financial Trust Asset Management—4755 Technology Way, Suite 110, Boca Raton, Florida 33431. (561) 391-8188.

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Peter Zaharko
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