Strategist Selection

At FTJ FundChoice, advisors can outsource asset allocation and manager selection decisions to third-party strategists. By outsourcing these back office tasks, advisors gain access to trained specialists, giving them more time to spend on clients.

Strategic

This approach seeks to identify asset classes that maximize returns for a given level of risk. According to your client’s level of risk, an optimal portfolio is constructed. As time passes, the portfolio is re-balanced periodically to maintain the original desired asset class mix.

Examples:

  • Advanced Asset Management Advisors
  • American Funds
  • Appleton Partners (*SMA)
  • CLS Investments - American Hybrids
  • First Affirmative Financial Network
  • Loring Ward
  • PGR Solutions
  • Russell Investments
  • Toews Corporation
  • Vanguard
  • Wilshire Associates

Tactical

This is an active approach to asset allocation decisions. Like strategic asset allocation, an optimal portfolio is developed; however, changes are made to the portfolio based on underlying economic and market conditions. Asset classes are then over-weighted to capitalize on market inefficiencies.

Examples:

  • Advanced Asset Management Advisors
  • Clark Capital Management Group
  • CLS Investments
  • Cougar Global Investments
  • Efficient Market Advisors
  • First Affirmative Financial Network
  • Horizon Investments
  • Ladenburg Thalmann Asset Management
  • Litman Gregory Asset Management
  • Main Management, LLC
  • Meeder Investment Management
  • Meeder Private Wealth Management (*SMA)
  • MMS - Single Product Strategies
  • Toews Corporation
  • Wilshire Associates

Diversifier

Diversifiers are a counter balance to tactical asset allocation which focuses on risk and return, with an overarching goal to enhance diversification and protection. Diversifier strategies are very active and use a wider spectrum of alternative asset classes and approaches, with minimal dependence on market direction.

Examples:

  • 361 Capital
  • Advanced Asset Management Advisors
  • CLS Investments
  • Cougar Global Investments
  • Meeder Investment Management
  • MMS - Single Product Strategies
  • Ocean Park Asset Management
  • Toews Corporation
  • Wilshire Associates