Boca Raton, Florida (PRWEB) April 13, 2012
Financial Trust Asset Managements13 Separately Managed Accounts Strategies are now available to financial advisors on major RIA custodial platforms, through the Placemark UMA Marketplace® Platform.
“We are excited to be partnering with the Placemark Investments Platform to provide distribution of our Separately Managed Account Strategies,” said Arno O. Mayer CFA, CFP, President and Portfolio Manager. “Our family of 13 quantitatively constructed SMA strategies consists of 7 Domestic Equity Strategies, 5 International Equity Strategies and 1 Fixed Income Strategy. Our portfolio of SMA strategies can help facilitate Advisors in properly diversifying their client portfolios by asset class, market capitalization and investment styles.”
Richard Dion, President of Placemark Investments added, “We are pleased that Financial Trust joined the UMA Marketplace® community. We strive to partner with managers that have more to offer than performance. Financial Trust is such a firm, particularly in view of the innovative suite of tactically-managed account strategies that they offer to our advisor partners across the RIA and broker dealer marketplace.”
Financial Trust Asset Management has won a total of 83 “Top Guns” awards, since the inception of its family of SMA strategies from Informa Investment Solutions/PSN. PSN is the world’s longest running investment manager databases tracking more than 2,000 investment management firms and over 12,000 investment products. In order to win the “Top Guns” award from Informa Investment Solutions/PSN a firm must place among the top 10 of managers based on gross returns for a specific style and time period.
Notably, Financial Trust’s Disciplined Dividend Income™ strategy ranked #2 among 151 investment managers in the MidCap Value Category for the 1 year reporting period ending 4Q2011. Financial Trust’s American Disciplined SmallCap™ strategy ranked #8 among 163 investment managers in the SmallCap Core Universe for the 1 year reporting period ending 4Q2011. Also, Financial Trust’s Europe ValueMomentum™ strategy ranked #4 among 41 investment managers in the Europe Universe for the 3 year reporting period ending 4Q2011. The firm’s SMA strategies include proprietary indexes, enhanced strategies and active strategies that when combined provide clients with a flexible approach to portfolio construction and diversification.
Arno O. Mayer CFA, CFP® established Financial Trust in 1989 after a lengthy career with 2 major mutual fund families: Nations Funds and Sierra Trusts Funds. Mr. Mayer developed Financial Trust’s quantitative investments strategies after observing that most quantitative firms did not offer consistent investment strategies. Many firms instead rely on “factor chasing”, leading to “black box” approaches to investing. Financial Trust’s strategies have employed a consistent and transparent investment approach since inception. “Our transparent investment strategies have allowed our clients to construct investment portfolios using a core and explore approach”.
About Financial Trust Asset Management
Financial Trust Asset Management, Chartered (http://www.financialtrust.net) is a fee-only registered Investment Advisory firm specializing in quantitative investment management. Based in Boca Raton, Florida, clients utilizing our Separately Managed Account Strategies include foundations, endowments, pension plans, high net worth individuals as well as other non-affiliated advisors, broker-dealers and institutional investors.
About Placemark Investments
Placemark Investments develops wealth management solutions, including Unified Managed Account programs for registered investment advisors. Placemark's UMA Marketplace® platform is the most flexible UMA solution available to RIAs, allowing advisors to create custom solutions for their clients utilizing any combination of mutual funds, ETFs, and managed account strategies. UMA Marketplace® offers a full suite of services and is integrated with leading custodial platforms, performance reporting vendors, and research providers to the wealth management industry.
SOURCE: Financial Trust Asset Management