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.