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FTJ FundChoice launches separately managed accounts programme

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FTJ FundChoice has launched the FTJ FundChoice Separately Managed Accounts (SMA) Program, providing strategist-tailored solutions for high net worth families and individuals.

Meeder Investment Management is the programme's first SMA strategist partner.
 
Additional partners are currently in the vetting process and will be added to the programme on an ongoing basis.
 
The programme connects financial advisers that serve ultra-high and high-net-worth families and individuals directly to top-tier strategists. Designed for portfolios with a minimum of USD1,000,000.00, it bridges the gap for advisers between their businesses and their high net worth clientele with tailored investment solutions.
 
"At FTJ FundChoice, we know that high net worth individuals have unique investment goals and are in greater need of guidance from their financial advisers," says Dean Cook, president of FTJ FundChoice. "We designed our SMA Program to help our financial advisers create positive and reliable relationships with these clients through an individualised investment approach. We believe that our advisers should have the tools necessary to meet and surpass their clients' expectations and with this launch we are offering new and improved ways to achieve this.”
 
Meeder Investment Management's private wealth management team will construct custom portfolios for FTJ FundChoice advisers built to the needs and objectives of each of their clients designed specifically to minimise taxes and track a client-specified benchmark. FTJ FundChoice will be announcing new SMA strategist partners as they are accepted to the programme.

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