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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.

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