Business Details
Your Trusted Partner for Investment and Financial Planning Solutions
At Financial Trust Asset Management, we empower investors and investment professionals to achieve financial success through trusted relationships, expert guidance, and personalized solutions. Our mission centers on delivering active and passive investment strategies tailored to individual needs while maintaining a disciplined, quantitative approach. We combine fundamental stock selection with macro research and technical evaluation to create robust portfolios. As a fiduciary, we prioritize client interests, emphasizing trust, transparency, and risk management to help clients navigate volatile markets. Our commitment to education ensures clients make informed decisions about their financial futures. With offices in Boca Raton and Lakewood Ranch, Florida, we serve individual investors, financial professionals, and corporate retirement plans through customized advisory services.Our team of experienced professionals, including CFA charterholders and CPAs, provides comprehensive wealth management, including investment management, retirement planning, and integrated tax strategies. We partner with CPAs to align investment strategies with proactive tax planning, offering annual contributions for tax preparation to existing clients. Our proprietary investment models and outsourced chief investment officer (OCIO) services support advisors in delivering tailored solutions. Recognized in the PSN Top Guns List for Q2 2025, we maintain compliance with Global Investment Performance Standards (GIPS) and remain dedicated to evolving with clients' changing financial needs.
Services
Investment Management
Financial Planning
Tax Planning
Asset Allocation
Proprietary Strategies
OCIO Services
Retirement Planning
Portfolio Management
Risk Management
Wealth Management
Highlights and features
- We operate as fiduciaries required to act in your best interest.
- Our disciplined investment approach combines fundamental, macro, and technical analysis.
- We offer proprietary investment strategies tailored to risk and return objectives.
- Our team includes CFA charterholders and CPAs with decades of combined experience.
- We provide outsourced CIO services with SMA/UMA platform integration.
Associations and certifications
- SEC Registered Investment Adviser
- GIPS Compliant
Services
Investment Management
We provide personalized investment management services with a disciplined, quantitative approach. Our strategies combine fundamental stock selection, macroeconomic research, and technical analysis to build robust portfolios. As fiduciaries, we prioritize client goals while maintaining rigorous risk management to navigate volatile markets effectively.
Financial Planning
Our comprehensive financial planning services create customized roadmaps for long-term success. We analyze current financial situations, risk tolerance, and goals to develop adaptive strategies. This includes retirement planning, tax-efficient investing, and multi-generational wealth transfer solutions tailored to individual client needs.
Tax Planning Services
We integrate tax planning with investment strategies through partnerships with CPA firms. Our approach identifies tax-saving opportunities, optimizes portfolio decisions, and coordinates with external CPAs to provide seamless tax-efficient wealth management. Clients receive annual contributions toward personal tax preparation services.
Asset Allocation Models
We develop customized asset allocation models aligned with client risk profiles and financial objectives. Our educational approach ensures clients understand their investments, fostering confidence to maintain long-term strategies during market volatility while avoiding costly missteps.
Outsourced Chief Investment Officer
Our OCIO services provide investment expertise for advisors through SMA/UMA platforms. We handle strategic/tactical asset allocation, portfolio construction, and reporting analytics while offering ongoing market education. This allows advisors to focus on client relationships while leveraging our investment management capabilities.
People
Arno O. Mayer
Founder/Chief Investment Officer
CFA charterholder with decades of investment management experience. Leads portfolio strategy and proprietary model development while maintaining GIPS-compliant performance reporting standards.
Greg Vigrass
Chief Executive Officer
Oversees firm operations and strategic direction with extensive leadership experience in financial services. Focuses on expanding advisory capabilities while maintaining fiduciary commitments to clients.
Joe Hage
President
Manages day-to-day operations and client relationships. Brings deep industry knowledge to ensure alignment between business strategy and client service excellence.
A. Stephen Hueston IV
Chief Financial Officer
CPA and CFP professional handling financial operations. Combines tax expertise with investment planning to deliver integrated wealth management solutions for high-net-worth clients.
John Sessa
Portfolio Manager
CFA charterholder responsible for portfolio implementation and performance analysis. Contributes to proprietary strategy development while providing market insights to advisors and clients.
Questions
What services does Financial Trust Asset Management offer?
We provide investment management, financial/retirement planning, tax-integrated wealth strategies, proprietary investment models, and outsourced CIO services for advisors.
Are you a fiduciary?
Yes, we are legally required to act in clients' best interests as SEC-registered investment advisers adhering to fiduciary standards.
How do you approach investment strategy?
We combine fundamental stock analysis, macroeconomic research, and technical evaluation while emphasizing risk management and client education.
Do you work with individual investors?
Yes, we offer personalized solutions for individual investors including retirement planning, portfolio management, and tax-efficient investment strategies.
What is your OCIO service for advisors?
Our outsourced CIO service provides SMA/UMA-based investment solutions, portfolio construction, and market analysis to support financial advisors.
