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Rating:A TAMP Hits $3B Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, February 06, 2013

A TAMP Hits $3B

Reported by Tommy Fernandez

FTJ FundChoice, a national turnkey asset management program (TAMP), announced their assets under administration (AUA) exceeded $3 billion.

“We are committed to helping advisors become more efficient and scalable by providing outsource solutions for investment management, fee billing and performance reporting – and this is evidence of how we continue to allow that to happen,” said Dean Cook, President of FTJ FundChoice.

Since 2001, FTJ FundChoice has provided financial advisors the ability to manage diversified mutual fund portfolios for their clients through access to leading investment managers. FTJ FundChoice does not have an account minimum.

Participants with the program include First Affirmative Financial Network, PGR Solutions and Wilshire Associates.Advanced Asset Management Advisors, Frontier Asset Management, Ladenburg Thalmann Asset Management, Litman Gregory Asset Management and Toews Corporation. Here is the press release:


Company Press Release

FOR IMMEDIATE RELEASE

FTJ FundChoice’s Assets Under Administration Exceed $3 Billion



HEBRON, Ky., Feb. 5, 2013 – On February 1, 2013, FTJ FundChoice, LLC, a national turnkey asset management program (TAMP), announced their assets under administration (AUA) exceeded $3 billion.

“We are committed to helping advisors become more efficient and scalable by providing outsource solutions for investment management, fee billing and performance reporting – and this is evidence of how we continue to allow that to happen,” said Dean Cook, President of FTJ FundChoice.

Since 2001, FTJ FundChoice has provided financial advisors the ability to manage diversified mutual fund portfolios for their clients through access to leading investment managers. FTJ FundChoice is one of the only TAMP programs that does not have an account minimum, making it uniquely suitable for clients of all asset levels. Each portfolio has been developed to serve various investor needs while maintaining an acceptable level of risk. Professional portfolio management offers advisors the capability to diversify management risk at the asset allocation level amongst a number of diversified independent third-party firms. “While everyone else is focused on the ‘one percenters,’ FTJ FundChoice embraces the majority,” said Cook. “Even the smallest clients deserve professional portfolio management expertise and our flexibility allows that to happen.”

The FTJ FundChoice strategist program features both strategic and dynamic asset allocation portfolios aimed to meet the needs of clients.

Strategic solutions include: First Affirmative Financial Network, PGR Solutions and Wilshire Associates. Dynamic solutions include: Advanced Asset Management Advisors, Frontier Asset Management, Ladenburg Thalmann Asset Management, Litman Gregory Asset Management and Toews Corporation. FTJ FundChoice has grown to incorporate a variety of registration types based on the ever-changing needs of their advisors and clients. These registrations include: Non-retirement accounts, IRAs, 457s, 403(b)s, 401(k)s and Solo 401(k)s.

FTJ FundChoice continues to be a leader amongst TAMP programs. This $3 billion milestone demonstrates strong growth and continued commitment to advisors and clients throughout the financial industry.

About FTJ FundChoice

FTJ FundChoice, LLC, a SEC Registered Investment Advisor, provides access to over 1,700 no-load and load-waived mutual funds encompassing in excess of 200 fund families and multiple third-party investment management firms. Our mission is to assist advisors in developing an elite advisory business through our back office solutions and high touch mutual fund platform. Advisors have the ability to manage a diversified investment plan for their clients gaining access to a variety of asset allocation strategies.

 

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