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FTJ FundChoice surpasses USD5bn in AUA


FTJ FundChoice now invests over USD5 billion on behalf of its financial advisor clients following a period of record growth for the Cincinnati-based firm.

FTJFundChoice credits its significant increase in assets under administration (AUA), which equates to 81.9 per cent over a three-year period, to an enhanced customer service model, the launch of its investment management and reporting technology platform Market Movement Strategies, and the success of its Three Mandate Investment Process.

"We are proud to say that more advisors join our platform daily, and once they join, they stay," says Dean Cook, President of FTJ FundChoice. "We've worked tirelessly to hone in on the needs of today's financial advisor and fine tune our advisor experience. We enhanced our technology offering to help our advisors compete in a changing marketplace, and reworked our customer service model to where each FTJ FundChoice client has a consistent and dedicated support team. We are thrilled to announce this record growth as it is not only a testament to the hard work of our FTJ FundChoice team but also the direct result of our clients' success.

"We are dedicated to creating industry-leading products and services for financial advisors that provide them with the freedom and flexibility to focus their time on what is most important to them," adds Cook. "By adding more top strategists to our Strategist Program, we are giving advisors and their clients the ability to choose strategist partners from the best of the best. We look forward to expanding on our proposition and evolving our service-based ethos of being good stewards for the thousands of advisors who rely on us each day."

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