Business Details
Your Trusted Partner for Financial Adviser Solutions
Financial Trust Asset Management is an independently owned boutique investment management firm dedicated to empowering investors and investment professionals through trusted relationships, expert guidance, and personalized solutions. Our team of experienced professionals specializes in active and passive investment strategies, combining a disciplined, quantitative approach with fundamental bottom-up stock selection, top-down macro research, and technical evaluation. As fiduciaries, we prioritize our clients' best interests, building long-lasting relationships grounded in trust, transparency, and reliability. Our focus on risk management ensures clients remain committed to their investment plans even during volatile markets, while our comprehensive educational approach empowers informed decision-making. We serve individual investors, investment professionals, and corporate retirement plans, offering tailored services including retirement planning, tax strategies, asset allocation models, and outsourced chief investment officer (OCIO) solutions.Our proprietary investment strategies and systematic methodologies cater to diverse risk and return objectives, supported by dual-contract SMA relationships and UMA platforms. With decades of combined experience, our team remains committed to staying ahead of market developments, delivering seamless coordination between investment expertise and strategic tax insights through partnerships with CPA firms. We believe in adapting to evolving financial situations, ensuring every decision aligns with both tax planning and long-term growth objectives for multi-generational wealth building.
Services
Investment Management
Financial and Retirement Planning
Tax Planning Services
Asset Allocation Models
Proprietary Investment Strategies
Outsourced Chief Investment Officer
Highlights and features
- We act as fiduciaries, legally required to prioritize your best interests.
- Our proprietary investment strategies follow systematic, disciplined approaches for consistent results.
- Team includes CFA charterholders, CFP professionals, and CPA-certified experts with decades of combined experience.
- We offer seamless tax planning coordination through partnerships with CPA firms.
- Customized OCIO services free advisors to focus on client relationships while we handle portfolio management.
Services
Investment Management
Our comprehensive investment management services combine personalized planning with ongoing portfolio oversight. Experienced professionals create tailored strategies for individual investors and retirement plans, utilizing active and passive approaches. We implement systematic processes for asset allocation, risk management, and performance tracking while maintaining fiduciary responsibility to clients.
Financial and Retirement Planning
We develop customized financial roadmaps considering current situations, goals, and risk tolerance. Our advisors create dynamic plans that evolve with changing circumstances, focusing on long-term objectives like retirement readiness and multi-generational wealth preservation through continuous monitoring and adjustments.
Tax Planning Services
Through CPA partnerships, we integrate investment strategies with proactive tax planning. This coordinated approach identifies tax-saving opportunities, optimizes portfolio decisions, and provides up to $1,000 annual contribution for personal tax return preparation while maintaining fiduciary oversight of investment decisions.
Proprietary Investment Strategies
We offer systematic, rules-based investment approaches tailored to diverse risk profiles. These strategies combine fundamental analysis with technical evaluation, providing structured solutions that maintain discipline during market volatility while adapting to changing economic conditions through regular model updates.
Outsourced Chief Investment Officer
Our OCIO services provide comprehensive portfolio management for advisors through SMA/UMA platforms. We handle strategic allocation, tactical adjustments, and reporting analytics, allowing advisors to focus on client relationships while maintaining dual-contract oversight and customized implementation.
People
Arno O. Mayer
Founder/Majority Partner/Chief Investment Officer
CFA charterholder and Certified Financial Planner with decades of experience developing disciplined investment strategies. Leads portfolio construction while maintaining fiduciary responsibility to clients through systematic, research-driven approaches.
Greg Vigrass
Chief Executive Officer and Partner
Executive leader with extensive financial services experience overseeing firm operations and strategic direction while maintaining active client advisory roles as a partner in the organization.
Joe Hage
President and Partner
Senior executive managing day-to-day operations and client relationships, combining leadership expertise with hands-on involvement in delivering investment solutions to institutional and individual clients.
A. Stephen Hueston IV
Chief Financial Officer and Partner
Certified Public Accountant and Certified Financial Planner managing financial operations while bridging tax expertise with investment strategy through coordinated wealth management approaches for high-net-worth clients.
John Sessa
Portfolio Manager
CFA charterholder responsible for implementing investment strategies and portfolio management decisions, combining analytical rigor with market experience to execute systematic investment approaches for client portfolios.
Questions
What services does Financial Trust Asset Management offer?
We provide investment management, retirement planning, tax strategies, asset allocation, proprietary models, and OCIO services for individuals and professionals.
Are you legally required to act in my best interest?
Yes, as fiduciaries, we're legally obligated to prioritize your financial interests in all advisory decisions.
How do tax planning services work with CPA partnerships?
We coordinate with selected CPA firms to align investment strategies with proactive tax planning, offering up to $1,000 annual contribution for tax return preparation.
What makes your investment approach unique?
Our disciplined methodology combines fundamental stock analysis, macroeconomic research, and technical evaluation for systematic, proprietary strategies.
Do you offer customized solutions for advisors?
Yes, our OCIO services through SMA/UMA platforms handle portfolio management, allowing advisors to focus on client relationships.
How do you help clients during market volatility?
Our risk-management focus educates clients to make informed decisions and maintain long-term investment plans during market fluctuations.
