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Strategist Selection

At FTJ FundChoice, advisors can outsource asset allocation and manager selection decisions to third-party strategists. By outsourcing these back office tasks, advisors gain access to trained specialists, giving them more time to spend on clients.


This approach seeks to identify asset classes that maximize returns for a given level of risk. According to your client’s level of risk, an optimal portfolio is constructed. As time passes, the portfolio is re-balanced periodically to maintain the original desired asset class mix.

Strategic Strategists

  • Advanced Asset Management Advisors
  • American Funds
  • Appleton Partners (*SMA)
  • CLS Investments – American Hybrids
  • First Affirmative Financial Network
  • Loring Ward
  • PGR Solutions
  • Russell Investments
  • Toews Corporation
  • Vanguard
  • Wilshire Associates


This is an active approach to asset allocation decisions. Like strategic asset allocation, an optimal portfolio is developed; however, changes are made to the portfolio based on underlying economic and market conditions. Asset classes are then over-weighted to capitalize on market inefficiencies.

Tactical Strategists

  • Advanced Asset Management Advisors
  • Clark Capital Management Group
  • CLS Investments
  • Cougar Global Investments
  • Efficient Market Advisors
  • First Affirmative Financial Network
  • FPA Funds
  • Horizon Investments
  • Janus Henderson
  • Ladenburg Thalmann Asset Management
  • Litman Gregory Asset Management
  • Main Management, LLC
  • Meeder Investment Management
  • Meeder Private Wealth Management (*SMA)
  • Toews Corporation
  • Wells Fargo
  • Wilshire Associates


Diversifiers are a counter balance to tactical asset allocation which focuses on risk and return, with an overarching goal to enhance diversification and protection. Diversifier strategies are very active and use a wider spectrum of alternative asset classes and approaches, with minimal dependence on market direction.

Diversifier Strategists

  • 361 Capital
  • Abbey Capital
  • Advanced Asset Management Advisors
  • AQR Capital Management
  • Blackstone
  • CLS Investments
  • Cougar Global Investments
  • Gotham
  • Legg Mason
  • Loomis Sayles
  • Meeder Investment Management
  • Merger
  • Ocean Park Asset Management
  • Osterweis
  • Thornburg Investment Management
  • Toews Corporation
  • William Blair
  • Wilshire Associates

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