HEBRON, Ky., Nov. 02, 2017 - Founders Financial Securities LLC, an independent broker dealer and registered investment adviser, announced today that it has partnered with FTJ FundChoice, a leading turnkey asset management program (TAMP) with over $9 billion assets under administration (AUA).
“It is our utmost priority to continue providing independent financial advisors with an integrated suite of investment and practice management platforms,” said Brad Shepherd, President and CEO of Founders Financial Securities. “We are pleased to partner with FTJ FundChoice and, with this addition to our comprehensive investment management offerings, further empower advisors to serve their clients and lead their enterprises. Whether it be professionally outsourced third-party management, Freedom Capital Management Strategies®, or Advisor as Portfolio Manager solutions, our goal is to provide advisors with the freedom and resources to more effectively serve their clients.”
Founders Financial Securities LLC, the wholly owned private broker dealer subsidiary of Founders Financial Inc., will now have access to FTJ FundChoice’s suite of third party strategists via a Private-Labeled Enterprise Solution. Strategist Partners include American Funds, Loring Ward, Meeder Investment Management, and Toews Corporation to name a few. Founders will also benefit from FTJ FundChoice’s due diligence partnership with Rocaton Investment Advisors. Additionally, FTJ FundChoice’s customer service and training teams, based at the FTJ FundChoice headquarters in Hebron, KY, comprised of 35 specialists, will work alongside Founders’ internal support team to further enhance the advisor experience.
Since the FTJ FundChoice’s founding in 2001, broker dealers nationwide have chosen to partner with FTJ FundChoice because of their vetted investment strategist partner selection, unique approach to advisor support and training, white label technology, and expansive due diligence capabilities.
“At FTJ FundChoice, we pride ourselves in our ability to provide the same, high quality of customer support and training, investment strategist offering, and white labeled technology to each advisor we serve whether they be in a single-office independent advisory firm or in an industry leading broker dealer,” said Dean Cook, President of FTJ FundChoice. “We are thrilled to work with Founders Financial Securities to help further support their advisors’ practices. It’s an honor to work alongside a firm, like Founders, that shares our core mission – to empower financial advisors to simplify and grow their businesses for the benefit of their clientele.”
For more information on FTJ FundChoice’s Broker Dealer Private-Labeled Enterprise Solution Agreement, please contact Cory Kendall, National Sales Manager, at firstname.lastname@example.org. To stay up to date on FTJ FundChoice news, please click here to subscribe.
ABOUT FOUNDERS FINANCIAL SECURITIES, LLC
Founders Financial Securities, LLC, member of FINRA/SIPC and SEC registered investment advisor, is an award winning independent broker-dealer and RIA that provides unparalleled support for successful financial planning firms across the United States. Founders provides industry-leading, partnered solutions for financial planning, wealth and investment management, best of breed integrated technology applications, dedicated training and implementation resources, enterprise coaching and best practices, firm succession planning and monetization, and responsive compliance and service teams. For additional information, visit http://foundersfinancial.com/independent-broker-dealer.html.
ABOUT FTJ FUNDCHOICE
Founded in 2001, FTJ FundChoice, LLC, an SEC Registered Investment Advisor, provides advisors access to independent asset allocation strategies and model trading functionality. FTJ FundChoice assists advisors in simplifying their business by absorbing back office tasks, such as trade reconciliation, account administration, fee billing and performance reporting, allowing the advisor to spend more time on revenue-generating activities.