Unparalleled Service. Every Time.

FTJ FundChoice strives to provide unparalleled service to both advisors and their clients. FTJ FundChoice provides the freedom to spend your time building relationships, not reports. We are your partners in adding instant high touch scalability to your business.

Every advisor is equipped with a regional team dedicated to their business. FTJ FundChoice service team members are trained to assist you on everything from new account setup, to redemption processing and account trading. We strive to always exceed your expectations through our expertise, personal service and scalability.

Customized Proposals

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.

Flexible Trading

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.

Personalized Billing

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.