A complete list of active advisors currently associated with Mutual Trust Asset Mgmt., Inc.
Warmer can help you find a great advisor at Mutual Trust Asset Mgmt., Inc. or one who fits your needs even better.
Mutual Trust Asset Management provides investment management and financial planning to individuals, families, trusts and estates, retirement plans, charitable organizations, and small businesses. The firm offers discretionary portfolio management, may recommend or hire third‑party sub‑advisors, and holds client assets at custodians such as Fidelity, Schwab, and Hilltop Securities. MTAM’s investment process blends strategic asset allocation (grounded in Modern Portfolio Theory) with tactical tilts, using fundamental and technical analysis to select mutual funds, ETFs, equities and fixed income, and it may add third‑party managers where appropriate. Client relationships are tailored and documented, with periodic reviews and formal financial‑planning engagement procedures that reference CFP® standards and technology due‑diligence practices. Distinctive aspects include that MTAM is a wholly owned subsidiary of broker‑dealer Calton & Associates and is affiliated with PeakShares LLC, an adviser to exchange‑traded funds; the brochure notes related persons’ overlapping roles and says the firm may invest client assets in those affiliated ETFs while addressing the resulting conflicts through policies and disclosures. The brochure also discloses that many advisory personnel are registered representatives and licensed insurance agents and reports no disciplinary history, with a stated Code of Ethics and supervisory review practices to manage conflicts.
To learn more about the advisors currently working at Mutual Trust Asset Mgmt., Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Tampa, FL
| 45
| |
Tampa, FL
| 32
| |
Tampa, FL
| 32
| |
Tampa, FL
| 30
| |
Tampa, FL
| 25
|
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