FTJ FundChoice empowers you to build your business by minimizing distractions and allowing you to focus your time on what is most important to you. FTJ FundChoice offers products and services that provide advisors with freedom and flexibility. From a dedicated service team acting as your back-office to a multitude of investment options, FTJ FundChoice is a valuable partner in simplifying your business.
The best tools help create the best advisors. At FTJ FundChoice, you can create detailed investment recommendations designed to gain and retain business. FTJ FundChoice allows you to research client portfolios, analyze holdings, and present detailed solutions with tools and services such as our private labeled proposal documents, empowering you to seamlessly promote your firm.
Incorporate our innovative multi-mandate process through our Market Movement Strategies program, leverage the capability of our independent strategists, or create and manage portfolios that best express your own investment philosophy. Invest confidently, knowing that each of our strategists have completed a detailed due diligence process and are monitored no less than quarterly by Rocaton Investment Advisors.
Increase your productivity. FTJ FundChoice is your partner in handling back office tasks by providing management tools such as: account setup, automated funding, monthly fee billing and trade reconciliation. Clients can review their accounts with your own private labeled web-portal and customized performance reports.