Financial Trust Asset Management
Overview
Financial Trust Asset Management is an independently owned boutique investment management firm specializing in active and passive investment solutions for individual investors and investment professionals. The firm's mission is to empower investors and investment professionals to achieve financial success through trusted relationships, expert guidance, and personalized solutions. Their highly disciplined, quantitative investment approach is characterized by a distinctive blend of fundamental bottom-up stock selection, top-down macro research, and technical evaluation. The firm offers a range of services, including investment management, financial and retirement planning, tax planning services, asset allocation models, proprietary investment strategies, and outsourced chief investment officer (OCIO) services. They cater to individual investors, investment professionals, and corporate retirement plans, providing tailored solutions to meet diverse financial needs. Financial Trust Asset Management has been recognized for its performance, earning multiple PSN Top Guns awards for best-performing separate accounts, managed accounts, and managed ETF strategies in recent years. This recognition reflects the firm's commitment to delivering value and consistent results for its clients and partners.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
Reach Financial Trust Asset Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Financial Trust Asset Management
What sectors does Financial Trust Asset Management invest in?
Financial Trust Asset Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Excelsior, Minnesota, United States. Financial Trust Asset Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Financial Trust Asset Management invest at?
Financial Trust Asset Management backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Financial Trust Asset Management invest in?
Financial Trust Asset Management invests across United States.
Who are the partners at Financial Trust Asset Management?
Team members listed for Financial Trust Asset Management include Arno Mayer (Chief Investment Officer) and Joseph Hage (President & Partner).
What companies has Financial Trust Asset Management invested in?
Financial Trust Asset Management's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
How do I contact Financial Trust Asset Management?
Financial Trust Asset Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
