Rocaton Investment Advisors Enhances FTJ FundChoice's Due Diligence


Rocaton Investment Advisors, LLC (Rocaton), a full-service investment advisory consulting firm based in Norwalk, Connecticut, and FTJ FundChoice, LLC (FTJFC), a $4.5bn turnkey asset management platform and leading provider of efficient and scalable back office solutions, today announced an agreement under which 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. 

In commenting on the announcement, Dean Cook, President at FTJFC, said, “The complexity of the capital markets, as well as the current business environment, demand a continuous focus on offering a thoughtful array of strategies and a deliberate, focused framework to assist sophisticated advisors as they structure solutions for each of their clients. Our relationship with Rocaton will enable us to not only meet the demands of this complex marketplace, but also help us anticipate and develop strategies to address future investor needs.”

Chris Lyon, a Founding Partner at Rocaton who is leading Rocaton’s relationship with FTJFC, added, “We are excited to bring our asset allocation and strategy research to the FTJFC platform.  We look forward to working with FTJFC to expand its offering with diversifying strategies while maintaining focus on strategies that we believe are differentiated not only in their capabilities, but also in the role they can play in a portfolio construct for advisors and their clients.”

About Rocaton Investment Advisors, LLC

Rocaton provides independent investment consulting services to institutional investors including financial intermediaries, pension plan sponsors, healthcare and insurance companies, endowments and foundations and private wealth clients. Rocaton is a 100% employee owned firm that operates from a single primary office in Norwalk, CT. Rocaton’s current clients had approximately $500 billion in assets as of December 31, 2014.