Skip to Content

History


2001

Since our founding in 2001, FTJ FundChoice has strived to provide advisors with sophisticated investment solutions. At the time of establishment our client base included 10,000 accounts with a total of $100 million in assets under administration.

2015

FTJ FundChoice launched the Market Movement Strategies program, which allows advisors the ability to leverage multiple investment strategies in a single account.

2017

FTJ FundChoice launched a Separately Managed Accounts Strategist Program and a digital advice solution, Portfolio Target. Portfolio Target helps advisor compete with direct-to-consumer robo-advisors.

2018

FTJ FundChoice was acquired by NorthStar Financial Services, the parent company of Orion Advisor Services and CLS Investments.

Learn more about our one, simplified platform. Learn More

Close

Orion Acquires Advizr, Inc.
We are excited to help you deliver a best-in-class client experience with our acquisition of this next-gen financial planning and client experience tech provider. Learn more at our upcoming webinar.
Learn More