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

• Posted in Portfolio News

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 launch of its investment management and reporting technology platform Market Movement Strategies, and the success of its Three Mandate Investment Process.

Since October 2012, FTJ FundChoice’s assets under administration (AUA) have grown 81.9%, increasing from $2.8B to $5B.  Also, FTJ FundChoice’s retention rate has increased each year to 90.4%. 

“We are proud to say that more advisors join our platform daily, and once they join, they stay,” said Dean Cook, President of FTJ FundChoice. “We’ve worked tirelessly to hone in on the needs of today’s financial advisor and fine tune our advisor experience. We enhanced our technology offering to help our advisors compete in a changing marketplace, and reworked our customer service model to where each FTJ FundChoice client has a consistent and dedicated support team. We are thrilled to announce this record growth as it is not only a testament to the hard work of our FTJ FundChoice team but also the direct result of our clients’ success.”

Founded in 2001, FTJ FundChoice provides financial advisors the ability to manage diversified mutual fund and ETF portfolios for their clients through access to leading investment managers in their Strategist Program. This year, the FTJ FundChoice Strategist Program welcomed Loring Ward, Vanguard, AQR Capital, Blackrock, Blackstone, First Pacific Advisors, Ocean Park, Meeder, and William Blair. FTJ FundChoice has also forged a relationship with Rocaton Advisors for oversight of their platform.

“We are dedicated to creating industry-leading products and services for financial advisors that provide them with the freedom and flexibility to focus their time on what is most important to them,” adds Cook. “By adding more top strategists to our Strategist Program, we are giving advisors and their clients the ability to choose strategist partners from the best of the best. We look forward to expanding on our proposition and evolving our service-based ethos of being good stewards for the thousands of advisors who rely on us each day.”

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. For additional information, visit www.ftjfundchoice.com.