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FTJ FundChoice Launches Separately Managed Accounts Program with Industry Leading Investment Strategist Partners

March 28, 2017

CINCINNATI, OH–(Marketwired – Mar 28, 2017) – FTJ FundChoice, a leading turnkey asset management program (TAMP) with over $7 billion assets under administration (AUA), today announced the launch of the FTJ FundChoice Separately Managed Accounts (SMA) Program to further enhance their managed account offerings with strategist-tailored solutions for high net worth families and individuals. FTJ…

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Security Best Practices for You and Your Clients

February 27, 2017

FTJ FundChoice would like to help you successfully navigate this tax season with security tips and best practices to prevent identify theft and fraud. Phishing, which is one strategy used by fraudsters today, uses fraudulent emails to extract sensitive information from the receiver. These emails can be hard to identify and may use: The names…

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InvestmentNews: Client Communication Strategies for Uncertain Markets

February 22, 2017

We’ve recently seen financial media publish articles that directly contradict each other. Some outline the strengthening of the U.S. economy and the associated market reactions, while others outline rising debt levels and historically high P/E ratios alluding to future market declines. When you take into account current global political volatility, the one thing that is…

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FTJ FundChoice Reports Record Year in 2016, Surpasses $7 Billion in Assets Under Administration

February 14, 2017

CINCINNATI, OH–(Marketwired – Feb 14, 2017) – FTJ FundChoice, a national turnkey asset management program (TAMP) headquartered in Hebron, KY, today announced major company milestones and new additions to its Strategist Program, notably Cougar Global Investments, a third party strategist offering both a tactical and diversifier strategy. In a period of 5 1/2 months, FTJ…

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New Strategist, Cougar Global Investments, Now Available to Advisors

February 8, 2017

We are pleased to announce the addition of Cougar Global Investments as a strategist on theftj| FundChoice platform. They will offer two exchange-traded fund models: Cougar Global Investments is a macro-driven, global tactical asset allocation strategist that believes the goal of investing is to generate compound growth that seeks to achieve clients’ investment objectives. Established…

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InvestmentNews at the FTJ FundChoice 2016 Advisor Summit

October 13, 2016

The 2016 FTJ FundChoice Advisor Summit hosted InvestmentNews, a leading digital newspaper that provides financial advisors the latest industry and market updates. The InvestmentNews editorial team filmed on-camera interviews with FTJ FundChoice management, Advisor Summit speakers, sponsors, and attendees, live from our Advisor Summit floor. Click below to view the FTJ FundChoice Advisor Summit experience through the…

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FTJ FundChoice Hosts a Record 300 Financial Advisor and Investment Strategist Attendees at Its 2016 Advisor Summit

October 6, 2016

CINCINNATI, OH–(Marketwired – Oct 6, 2016) – FTJ FundChoice, a national turnkey asset management program (TAMP) with over $6B assets under administration, recently hosted over 300 financial advisors and investment strategists at their 2016 Advisor Summit in Cincinnati, OH on September 20-21. With the theme of arming financial advisors with the tools they need to succeed…

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FTJ FundChoice Reaches $6 Billion in Assets Under Administration, Achieves Record AUA Growth of 24% Over 1 Year Period

July 13, 2016

Credits Growth to the Success FTJ FundChoice Market Movement Strategies CINCINNATI, OH–(Marketwired – Jul 13, 2016) – FTJ FundChoice announced today that it invests over $6 billion on behalf of its financial advisor clients. FTJ FundChoice, a national turnkey asset management program (TAMP) headquartered in Cincinnati, OH, credits its record annual growth and this recent…

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FTJ FundChoice 2016 Advisor Summit Announces Greg Valliere as Day 2 Featured Speaker, Releases 2016 FTJFC Summit Agenda

April 26, 2016

The Chief Global Strategist at Horizon Investments Will Break Down How Policy and Politics Impact the Financial Markets for Financial Advisor Attendees. CINCINNATI, OH–(Marketwired – Apr 25, 2016) – FTJ FundChoice, a leading turnkey asset management program (TAMP) with over $5.4 billion assets under administration (AUA), today announced that Greg Valliere, Chief Global Strategist at…

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PIMCO Income Fund Added to the Line-Up of MMS Single-Ticker Product Strategies

March 31, 2016

We are pleased to announce the addition of the PIMCO Income Fund portfolio to the MMS-Single Product Strategies offering.The PIMCO Income Fund takes a broad-based approach to investing in income-generating bonds.  It employs analytical capabilities and sector expertise to help temper the risks of income investing to target high, consistent income.  Learn More For more…

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Top Rated ETF Strategists Available at FTJ FundChoice: Q4 2015

March 29, 2016

Morningstar recently released the Q4 2015 ETF Managed Portfolio Landscape Report which tracked five-year returns and selected risk statistics for 755 ETF Strategies from 154 firms. Several ETF Strategists available on the FTJ FundChoice platform were highly ranked, including Clark Capital Management Group, CLS Investments, Efficient Market Advisors, Ladenburg Thalmann Asset Management, Main Management and…

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2016 FTJ FundChoice Advisor Summit Announces Steven Eisman as Keynote Speaker

March 8, 2016

The Subject of Michael Lewis’ The Big Short Will Take Financial Advisor Attendees Behind the Scenes of the 2008 Crisis and Break Down Today’s Financial Issues. CINCINNATI, OH–(Marketwired – Mar 8, 2016) – FTJ FundChoice, a leading turnkey asset management program (TAMP) with over $5 billion assets under administration (AUA), today opened registration to their…

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Announcing New Model Portfolios and MMS Single-Ticker Strategies

February 26, 2016

We are excited to announce the addition of a number of portfolios to the FTJ FundChoice platform, including: AAMA High Dividend Growth ETF, Meeder 3-Mandate Conservative, Meeder 3-Mandate Growth, Vanguard Wellesley Income and Wilshire Credit Alternatives.   We are also pleased to add Abbey Capital Futures (ABYAX) and AQR Style Premia Alternative LV I (QSLIX) to…

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What to Look for When Evaluating a TAMP

January 14, 2016

Whether you’re seeking a new platform or just looking to diversify your clients’ assets, here are several aspects to consider when reviewing a TAMP. Looking to outsource your investment management operations? You’re not alone.  More than half (53 percent) of advisors use a turnkey asset management program, according to a February 2014 report from Northern…

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FTJ FundChoice Launches Single Ticker Strategies

January 13, 2016

CINCINNATI, OH–(Marketwired – Jan 13, 2016) – FTJ FundChoice, a leading turnkey asset management program (TAMP) with over $5 billion assets under administration (AUA), today announced the launch of Single Ticker Strategies to expand their Market Movement Strategies, Diversifier and Tactical Mandate offerings. The first major TAMP, over $5B AUA, to offer financial advisors access…

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Registration is Now Open for the 2016 ftj FundChoice Advisor Summit

January 13, 2016

Join us on September 20th and 21st at the Hyatt Regency Cincinnati for the 2016 FTJ FundChoice Advisor Summit. Register Now Advisors will have the opportunity to network with peers and be inspired by industry leaders and experts.  Learn new concepts and techniques to help manage and grow your business by attending your choice of…

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FTJ FundChoice Surpasses $5 Billion in Assets Under Administration, Achieves Record AUA Growth of 81.9% Over 3 Year Period

October 28, 2015

CINCINNATI, OH – October 28, 2015 – Success continues for FTJ FundChoice as the Firm today announced that it now invests over $5 billion on behalf of its financial advisor clients. FTJ FundChoice, a national turnkey asset management program (TAMP) headquartered in Cincinnati, OH, credits its record growth to an enhanced customer service model, the…

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InvestmentNews: Predicting how robo-advisers will evolve based on the history of TAMPs

August 28, 2015

Predicting How Robo-Advisers Will Evolve Based on the History of TAMPs Robos will be impacted by market dips, and a select few will rise from the ashes By Gary Manguso, InvestmentNews Twenty years ago, I joined forces with a group of financial professionals, and we began helping advisors help clients. We focused on what we…

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New Tools Just In Time

August 25, 2015

At the May 2015 FTJ FundChoice Advisor Summit Frank Barbera, who manages Ocean Park Asset Management Balanced Risk, warned us of the global issues being played out in our markets. As a participant of our Bull/Bear panel, Mr. Barbera’s bearish view of the markets certainly gave those of us in attendance something to think about….

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Proposal System Now Available

August 21, 2015

Build your own investment proposals while alleviating client emotional responses to adverse market conditions. To create a proposal, select the “Advisor Portal (New)” under the Login option. Once logged in, select “Proposal” under the Work Center tab. ***** 1. Clients take the FTJ FundChoice Risk Tolerance Questionnaire.  Accept or customize the score to meet your clients return expectations. 2….

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Learn More About Diversifiers

August 19, 2015

With increased daily volatility in global stock markets coupled with low interest rates, the case for diversification utilizing strategies not linked directly to stock and bond beta seems strong. FTJ FundChoice, partnering with Rocaton Advisors, has selected premier firms specializing in strategies focused on providing potential diversification benefits not traditionally found in typical TAMP models….

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Vanguard and Loring Ward Available on the FTJ FundChoice MMS Platform

July 10, 2015

We are excited to introduce the availability of our newest strategists, Vanguard and Loring Ward.  Vanguard has grown to become one of the world’s largest investment management companies, with more than $3.01 trillion in U.S. fund assets as of March 31, 2015. Vanguard offers 4 CRSP mutual fund portfolios and 4 CRSP ETF portfolios on the…

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Robo Market in Play as More Launch

July 2, 2015

Robo Market in Play as More Launch By Sulman Din, Financial Planning Advisors aren’t starving for choices among robos and digital tools, but the rollout frenzy continues. Just on the heels of Schwab’s institutional robo offering, two more went live: Autopilot, a robo hybrid from CLS Investments and Riskalyze and Market Movement Strategies, a hybrid…

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Introducing Ocean Park Asset Management

April 2, 2015

Since 1988, Ocean Park Asset Management has been helping conservative investors preserve and grow their wealth. With a focus on reducing downside risk, Ocean Park uses strategic research and proven risk management disciplines to employ a goal oriented approach. Ocean Park employs broad diversification across a variety of asset classes, seeking lower overall risk and…

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Rocaton Investment Advisors Enhances FTJ FundChoice’s Due Diligence

March 25, 2015

Rocaton Investment Advisors, LLC (Rocaton), a full-service investment advisory consulting firm based in Norwalk, Connecticut, and FTJ FundChoice, LLC (FTJFC), a $4.5bn turnkey asset management platform and leading provider of efficient and scalable back office solutions, today announced an agreement under which Rocaton will work with FTJFC across its investment platform, with an emphasis on…

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