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:

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

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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