Asset Allocation Strategist Options

At FTJ FundChoice, LLC, advisors can outsource the asset allocation and manager selection decision to any of the following institutional consulting firms:

• 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 Coporation - Dynamic

Each strategist provides model portfolios across multiple levels of risk to meet the needs of the investor.

Flexibility

Advisors have the ability to use multiple strategists within a single client account. (Not available in 401(k) accounts). In addition, advisors may add their own specific fund selections to the client account. All allocation adjustments, fund transfers and strategist changes are made without transaction fees.

* 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.