Our mission is to provide advisors with efficient and scalable back office solutions allowing advisors to focus on raising assets and servicing clients. We accomplish this through innovative offerings, accountability, and respect for advisors and their clients. We are focused on delivering a high touch mutual fund platform and Turnkey Asset Management Program (TAMP). Advisors have the ability to efficiently manage their existing investment management process as a standalone through the creation of model portfolios or in conjunction with investment strategists designed and monitored by leading institutional advisory firms.

Investment Options

FTJ provides access to over 1700 no-load and load-waived mutual funds encompassing in excess of 200 fund families. Investors experience the ease of designing and managing a diversified investment plan while simultaneously taking advantage of some of the leading mutual fund managers in the country. FTJFC Mutual Fund List.

Institutional Portfolio Strategists

FTJ FundChoice, LLC has developed strategic alliances with a number of institutional pension consulting firms. These firms will use various analytical scenarios to create model portfolios using a combination of investment strategies and asset class blends to attempt to meet the investor’s desired rate of return while maintaining an acceptable level of risk.

Asset Allocation Strategist Options 

• Wilshire Funds Management - Strategic
• First Affirmative Financial Network - Strategic (Socially Responsible)
• PGR Solutions* - Strategic
• Wilshire/Lord Abbett Income Solutions - Dynamic
• Advanced Asset Management Advisors - Dynamic
• Litman Gregory Asset Management - Dynamic
• Frontier Asset Management - Dynamic
• Ladenburg Thalmann Asset Management - Dynamic
• Toews Corporation - Dynamic

* PGR Solutions, LLC is only available to advisors who have attended a face to face training session with PGR. For more information on attending a training session please contact FTJ FundChoice at 1-800-379-2513, Option 3 for Advisor Services.