A complete list of active advisors currently associated with Financial Trust Asset Management Chartered

Warmer can help you find a great advisor at Financial Trust Asset Management Chartered or one who fits your needs even better.

Financial Trust Asset Management, Chartered (FTAM) is an SEC‑registered adviser managing roughly $142 million for about 200 clients, serving individuals, high‑net‑worth clients, pension and profit‑sharing plans, and other investment advisers. The firm provides discretionary portfolio management, financial planning and retirement plan consulting, and also delivers sub‑advisory/OCIO services, held‑away account management, tax planning referrals, and class‑action claim monitoring. FTAM employs a multidisciplinary investment process that combines quantitative, fundamental and technical analysis and implements a suite of proprietary models (ValueMomentum, VMV, Tactical Toolbox) across equities and fixed income, primarily using ETFs and mutual funds. Implementation is tactical and discretionary — using a volume‑price overlay, monthly or quarterly rebalancing, and, unusually for its peer group, the selective use of derivatives, structured notes and options in separately managed accounts for duration and tactical positioning. The firm’s brochure also discloses several uncommon structural features: it advertises third‑party ratings and performance results, maintains affiliations with accounting firms (Hueston & Company CPA and Hinkle Rhine & Root) and operates an insurance entity (FT Insurance Services, LLC), and it documents platform relationships (SmartAsset referrals, BX Index arrangements, Envestnet sub‑advisory access and custodial links with Schwab, Goldman Sachs and Pershing). Those affiliations and platform arrangements — along with OCIO offerings and use of third‑party tools such as Pontera for held‑away accounts — are highlighted in its disclosures and represent distinguishing operational practices relative to many team firms.

To learn more about the advisors currently working at Financial Trust Asset Management Chartered, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.