Advisor Directed Model Portfolios
The flexibility offered by FTJ FundChoice allows you to leverage your own strategy and manage your own investment portfolios. Our Advisor-Directed program allows you to build, maintain and implement portfolios that best express your own investment philosophy.
With over 2700 no-load and load-waived mutual funds to choose from, advisors are able to create model portfolios with custom asset allocation approaches for all risk levels. Efficiently block trade hundreds of client accounts at a time, through your own model portfolios.
- Model Creating and Trading
- No Transaction Fee Funds or Ticket Charges
- No Minimum Per Model
- Automated Deposit Allocation
- Automated Redemptions
Our disciplined six-step investment process helps remove emotional responses to adverse market conditions and helps you create proposals that demonstrate investment intelligence and confidence.
FTJ FundChoice resources for your clients, such as our Risk Tolerance Questionnaire, will help you deliver a clear and comprehensive investment proposal to your clients.
Online Access and Reporting
FTJ FundChoice provides web access to assist advisors in obtaining performance, valuation, and tax reporting as often as they wish. The ability to private label both our web portal and reporting suite with your company’s logo and branding provides a personal touch and an added value for any advisor’s business. In addition to monthly custodial statements, we provide quarterly performance reports to clients on the behalf of each advisor.*
*Plan participants of corporate retirement plan accounts will receive quarterly performance reports only.
FTJ FundChoice offers advisors greater efficiency by allowing them to trade at the account or block level without transaction fees.
*Our platform offers seamless maneuverability between strategies when you wish to adjust the client’s investment approach.
*Mutual funds and ETF’s are subject to applicable redemption fees and internal expenses; please review specific product prospectus for charges. ETF sell transactions are subject to SEC fees. Trade execution and custodial services are provided by TD Ameritrade Institutional and TD Ameritrade Trust Company
FTJ FundChoice offers advisors personalized fee billing. With monthly remittance and custom fee schedules, advisors can exercise more freedom with their time while offering their clients seamless automation.