Accounts

FTJ FundChoice’s assets top USD3bn

Assets under administration at turnkey asset management programme (TAMP) FTJ FundChoice have exceeded USD3bn.

“We are committed to helping advisers become more efficient and scalable by providing outsource solutions for investment management, fee billing and performance reporting – and this is evidence of how we continue to allow that to happen,” says Dean Cook, president of FTJ FundChoice.

Since 2001, FTJ FundChoice has provided financial advisers the ability to manage diversified mutual fund portfolios for their clients through access to leading investment managers. FTJ FundChoice is one of the only TAMP programmes that does not have an account minimum, making it suitable for clients of all asset levels. Each portfolio has been developed to serve various investor needs while maintaining an acceptable level of risk.

Professional portfolio management offers advisers the capability to diversify management risk at the asset allocation level amongst a number of diversified independent third-party firms.

“While everyone else is focused on the ‘one percenters,’ FTJ FundChoice embraces the majority,” says Cook. “Even the smallest clients deserve professional portfolio management expertise and our flexibility allows that to happen.”

The FTJ FundChoice strategist programme features both strategic and dynamic asset allocation portfolios aimed to meet the needs of clients.

Strategic solutions include: First Affirmative Financial Network, PGR Solutions and Wilshire Associates.

Dynamic solutions include: Advanced Asset Management Advisors, Frontier Asset Management, Ladenburg Thalmann Asset Management, Litman Gregory Asset Management and Toews Corporation.
 

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