Since 1995, Financial Trust Asset Management has maintained a philosophy of consistently adhering to a highly disciplined investment process, seeking to minimize the impact emotions can have on the investment decision-making process.
Financial Trust’s core investment philosophy combines stock valuation and momentum in pursuing the most attractive investment opportunities, believing the best returns are generated by companies with stocks not only undervalued, but that have begun to have that value recognized as reflected in improving stock price momentum.
The firm’s ValueMomentum Leaders™ approach was developed by founder, Arno Mayer, following extensive examination of academic research published on the subject in the 1970s and 1980s. In addition to Financial Trust employing ValueMomentum Leaders™ analysis across all active equity strategies, additional criteria (i.e. Elliott Wave analysis) are applied and customized in creating Financial Trust’s unique investment strategies.
An important distinguishing characteristic of Financial Trust is it doesn't change the fundamental factors or its weightings used in the stock-selection process, bringing clarity to how the investment can be expected to perform on a risk-adjusted basis.
Financial Trust offers 12 model SMA strategies through EQIS that adhere to its fundamental principles:
With the exception of Flexible Income, which uses a basket of ETFs, all the other strategies invest primarily in individual common stocks and ADRs.
Details of these models are available on the EQIS platform.
If you would like to deploy these strategies using the EQIS platform, go to the respective client contact and from the Action drop-down menu in the upper right corner, select Change Asset Allocation.
This option is only available for clients who have provided you with trading authorization. If you do not have trading authorization, you can either submit a Limited Power of Attorney signed by the client or use the Client Directed Asset Allocation Form found on the Resources Tab and have the client sign it.
Your EQIS Business Consultant is available to help you implement these strategies, or contact Advisor Services at support@EQIS.com or (800) 949-9936 and press 2.
EQIS and Financial Trust Asset Management are not affiliated. This is not an offer to buy or sell securities.
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