HEBRON, Ky.–(BUSINESS WIRE)–FTJ
FundChoice, announced today that an additional seven American Funds®
model portfolios are now available on the FTJ FundChoice open
architecture Turnkey Asset Management Program (TAMP). With the addition
of these seven models, advisors can now access the entire suite of
American Funds’ models via FTJ FundChoice.
The additional models now available in the Market Movement Strategies
(MMS) strategic sleeve on FTJ FundChoice are:
● American Funds® Retirement Income Model Portfolio – Conservative
● American Funds® Retirement Income Model Portfolio – Enhanced
● American Funds® Retirement Income Model Portfolio – Moderate
● American Funds® Conservative Income Model Portfolio
● American Funds® Moderate Growth Model Portfolio
● American Funds® Tax-Advantaged Growth and Income Model Portfolio
● American Funds® Tax-Exempt Preservation Model Portfolio
“FTJ FundChoice is excited to now have the full suite of American Funds’
models available on our platform. American Funds’ experienced investment
team and bottom-up approach have a long track record of success, making
them a great complement to the list of model portfolios available in our
strategic sleeve,” says Cory Kendall, executive vice president of sales
at FTJ FundChoice.
“Aligning investor goals with portfolio objectives can create better
investment outcomes. We have thoughtfully built a suite of
objective-based model portfolios for advisors to select from when
working with their clients,” says Kris Spazafumo, vice president, model
portfolio business development at Capital Group, home of American Funds.
“With our full suite of model portfolios available on FTJ FundChoice’s
platform, advisors can easily customize their investment management
offerings to their clients’ goals and add scale to their practice.”
To learn more about these models and others being added to the FTJ
FundChoice platform, sign up for updates here.
About FTJ FundChoice
Founded in 2001, FTJ FundChoice, LLC, an SEC Registered Investment
Advisor, provides advisors access to independent asset allocation
strategies and model trading functionality. With more than $15 billion
in assets under administration, * FTJ FundChoice assists advisors in
simplifying their business by absorbing back-office tasks, such as trade
reconciliation, account administration, fee billing, and performance
reporting, allowing the advisor to spend more time on client
relationship-building activities. To learn more about FTJ FundChoice,
please visit www.ftjfundchoice.com.
*As of April 2019.
About Capital Group
Since 1931, Capital Group, home of American Funds, has been singularly
focused on delivering superior results for long-term investors using
high-conviction portfolios, rigorous research and individual
accountability. Today, Capital Group manages more than $1.6 trillion in
equity and fixed income assets for millions of individual and
institutional investors around the world.*
The Capital Group companies manage equity assets through three
investment groups. These groups make investment and proxy voting
decisions independently. Fixed income investment professionals provide
fixed income research and investment management across the Capital
organization; however, for securities with equity characteristics, they
act solely on behalf of one of the three equity investment groups. * As
of December 31, 2018.
Contacts
Alex Nye
Gregory
FCA for FTJ FundChoice
Email: [email protected]
Office:
610-228-2287
