“Achieving GIPS® compliance goes the extra mile in assuring our clients and prospects that we hold ourselves to the highest standard of performance reporting.”
Boca Raton, Florida (PRWEB) March 30, 2012
Financial Trust Asset Management, Chartered, has successfully completed the voluntary Global Investment Standards (GIPS®) verification process. Ashland Partners & Company, LLP of Jacksonville, Oregon, has independently verified Financial Trust Asset Management as GIPS® compliant on a firm-wide basis for the period of March 31, 2001 through December 31, 2010.
Global Investment Standards (GIPS®) verification process & standards were established to ensure fair representation and full disclosure by investment managers in quantifying and presenting investment performance. The purpose of the standards are to create a level playing field for all firms, promote comparability and give current and potential clients more confidence in the integrity of the performance presentations and the general practices of a compliant firm. The GIPS® standards are administered by CFA Institute, the global, not-for-profit association of investment professionals that awards the Chartered Financial Analyst (CFA®) and Certificate in Investment Performance Measurement (CIPM) designations.
“We are excited to have our firm-wide GIPS® compliance verified by Ashland Partners & Company.” says Arno O. Mayer CFA CFP, President of Financial Trust Asset Management. “Achieving GIPS® compliance goes the extra mile in assuring our clients and prospects that we hold ourselves to the highest standard of performance reporting. “GIPS® compliance will help provide Financial Trust new growth opportunities in the coming years as we bring our suite of investment management products to institutional and individual clients.”
“We also look forward to working with Ashland Partners & Company on a continuing basis to maintain the structure and integrity of our performance reporting,” says Arno O. Mayer. “We are committed to maintaining firm-wide GIPS® compliance.”
Ashland Partners & Company, LLP is a CPA firm that has been providing GIPS compliance and verification services to the investment management community since 1992. Ashland Partners delivers compliance solutions to over 530 clients worldwide
To obtain a complete list and description of Financial Trust’s composites and/or a presentation that adheres to the GIPS® standards, contact Arno O. Mayer, CFA CFP, at Financial Trust Asset Management 561-391-8188 or amayer(at)financialtrust.net
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.