Strategists


361 Capital

Overview:

361 Capital is a leading boutique asset manager offering institutional-quality alternative mutual funds to investment advisors and their clients.


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Advanced Asset Management Advisors

Overview:

Advanced Asset Management Advisors, Inc. (AAMA), one of the original strategists on the FTJ FundChoice platform, is a Registered Investment Advisor providing money management services to individuals a...


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American Funds

Overview:

Since 1931, American Funds, part of Capital Group, has helped investors pursue long-term investment success. Our consistent approach - in combination with The Capital SystemSM - has resulted in a consistent long-term track record.


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Appleton Partners

Overview:

Appleton Partners is a Separately Managed Account strategist. As the antithesis of a one-size-fits-all mentality, Appleton Partners offers objective advice and customized portfolios to address the spe...


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Clark Capital Management Group

Overview:

Through close collaboration with financial advisors, Clark Capital provides the tools, resources, and scalability needed to run a successful investment advisory practice.


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CLS Investments

Overview:

CLS Investments, LLC (CLS) is a third party investment manager, ETF strategist, and longtime trusted partner in the financial industry.


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Cougar Global Investments

Overview:

Cougar Global Investments is a macro-driven, global tactical asset allocation strategist.  Cougar Global believes the goal of investing is to generate compound growth that seeks to achieve clients' in...


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Efficient Market Advisors

Overview:

Founded in 2004 for the sole purpose of managing ETF based separate accounts, Efficient Market Advisors ("EMA") boasts one of the longest pure ETF track records in the investment management industry.


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First Affirmative Financial Network

Overview:

A pioneer and widely recognized leader within the Sustainable, Responsible, Impact (SRI) investment industry, First Affirmative offers asset management services designed to help individual and institu...d/or institutional missions. 


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Horizon Investments

Overview:

At Horizon, we believe that flexibility is required to adapt and benefit from the constant and unpredictable changes that occur through the investor's life. We have developed three sets of strategies ...


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Ladenburg Thalmann Asset Management

Overview:

Ladenburg Thalmann Asset Management ("LTAM") is an SEC Registered Investment Advisory firm, established in 1982, and has approximately $2 billion in assets under management. 


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Litman Gregory Asset Management

Overview:

Established in 1987, Litman Gregory Asset Management has developed a national reputation for money manager due diligence and global tactical asset allocation.


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Loring Ward

Overview:

Headquartered in the heart of Silicon Valley in San Jose, California, Loring Ward is dedicated to bringing science, reason and innovation to investing.


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Main Management

Overview:

A pioneer in managing all ETF (Exchange Traded Fund) portfolios, Main Management, LLC is committed to delivering transparent, cost-efficient, and customized investment solutions to high net worth indi...


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Meeder Investment Management

Overview:

Meeder Investment Management is an investment firm that supports financial advisors working to grow and protect client wealth. Since 1974, Meeder has been responding to the needs of institutional and ...


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Meeder Private Wealth

Overview:

Meeder Private Wealth is a Separately Managed Account strategist with portfolios built to meet the needs and objectives of each client. The portfolio is designed specifically to minimize taxes and tra...


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MMS - Single Ticker Strategies

Overview:

MMS single-ticker strategies are a group of tactical and alternative managers that can be accessed within MMS.  In most cases, these specific investment strategies from these firms are unavailable to ...


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Ocean Park Asset Management

Overview:

Ocean Park was founded in Santa Monica, California in 1988.  Since the very beginning, they have made it a priority to focus on the goals, needs and concerns of conservative investors, and the strateg...


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PGR Solutions

Overview:

PGR has applied its 130 years of combined professional experience as Actuaries, Consultants, and Investment Advisors in establishing a proven track record of meeting the needs and goals of a wide arra...


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Russell Investments

Overview:

Russell Investments is a global asset manager and one of only a few firms that offers actively managed multi-asset portfolios and services which include advice, investments and implementation.


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Toews Corporation

Overview:

Toews' primary objective is to participate in market gains, but to avoid significant losses. Their research shows that virtually all market declines of significance are preceded by periods of negative...


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Vanguard

Overview:

Since its beginning in 1975, Vanguard has grown to become one of the world’s largest investment management companies, with more than $3.01 trillion in U.S. fund assets as of March 31, 2015.


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Wilshire Associates

Overview:

Wilshire Funds Management (WFM) is the global investment management business unit of Wilshire Associates. WFM leverages Wilshire's institutional expertise to deliver Wilshire Advisor Solutions, a suit...


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