Several ETF Strategists, available through our investment platform, received top ratings from Morningstar’s “Q4 2016 ETF Managed Portfolio Landscape Report”.
The new Separately Managed Account (SMA) program delivers highly-customizable, tax efficient investment solutions for high net worth individuals - with a $1 million investment minimum.
Attend this webcast to learn more about:
•The fiduciary duties related to distributions and rollovers
•The alternative of using distribution education
•The Best Interest Contract Exemption (BICE): What it requires
We are pleased to announce the addition of the PIMCO Income Fund portfolio to the MMS-Single Product Strategies offering.
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.
We are excited to announce that effective October 27th we will be offering three new strategist portfolios: Toews Defensive Alpha Equity, Toews Defensive Alpha Balanced, and Meeder 3-Mandate Balanced.
Effective December 31, 2015, Frontier Asset Management will no longer be a strategist on the FTJ FundChoice platform. Unfortunately, they have decided to pursue other strategic aspects of their business.
We are excited to announce the availability of the Vanguard CRSP 20% Equity/80% Fixed Income Mutual Fund and ETF model portfolios.
As of September 9, 2015 Toews Corporation and Ladenburg Thalmann Asset Management have undergone the below model name changes
Morningstar recently released the "Q2 2015 ETF Managed Portfolio Landscape Report" which tracked five-year returns and selected risk statistics for 770 ETF Strategies from 153 firms.
We are excited to introduce the availability of our newest strategists, Vanguard and Loring Ward.
We are excited to announce the availability of our newest strategist, 361 Capital effective May 18th.
Since 1988, Ocean Park Asset Management has been helping conservative investors preserve and grow their wealth.
Rocaton will work with FTJFC across its investment platform, with an emphasis on tactical asset allocation and diversifying strategies, including liquid alternatives. In the coming months, additional strategies will be available on the FTJFC platform as advisors look to further diversify client portfolios and embrace less traditional strategies. Additionally, Rocaton’s research and risk management capabilities will further enhance the platform’s asset allocation process by supplementing FTJFC’s asset allocation due diligence across its offerings.