FundChoice, a leading open architecture Turnkey Asset Management
Program (TAMP), announces the addition of Russell Investments’ five
flagship, Core Model Strategies onto the FTJ FundChoice platform today.
The portfolio strategies will be available on the
FTJ FundChoice platform in its strategic sleeve of the Market
Movement Strategies (MMS) platform, alongside five Russell
Investments Tax-Managed Models already available today to FTJ FundChoice
taxable account users.
The Core Model Strategies which will now also be available, include:
- Russell Investments Conservative Model
- Russell Investments Moderate Model
- Russell Investments Balanced Model
- Russell Investments Growth Model
- Russell Investments Equity Growth Model
The five models will provide FTJ FundChoice users access to a series of
dynamically managed, multi-asset portfolios with the goal of managing
volatility through an active approach. The fund strategies boast a
proven, 30-year track record led by an expert team of veteran investment
managers. Each model portfolio is catered to meet a specific set of
needs and relative risk tolerance level.
“We are excited about the addition of the Russell Investments Core Model
Strategies, given their successful track record, multi-manager team and
dynamic offerings. It’s the type of strategic product that our advisors
are looking for in today’s market environment,” says Cory Kendall,
Executive Vice President – Sales at FTJ FundChoice. “For our users, this
shows our continued commitment to offering the best-in-class portfolio
options as we continue to set a new standard as a TAMP.”
“Following a successful two years for our Tax Managed Models on FTJ
FundChoice, we’re very happy to round-out the available options with our
Core Model Strategies,” said Andrew Scherer, managing director
for business development at Russell Investments. “We believe our Core
Model Strategies, which aim to manage volatility to help grow long-term
wealth, offer advisors strategically diversified total portfolio
solutions to help their clients meet desired investment outcomes.”
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 Russell Investments
With more than 80 years of experience, Russell Investments is a global
investment solutions provider, dedicated to helping investors reach
their long-term goals. Russell Investments offers investment solutions
in 31 countries, manages US$290 billion in assets (as of March 31, 2019)
and provides consulting services on $2.3 trillion in assets (as of
December 31, 2018). Russell Investments specializes in multi-asset
solutions and investment and implementation services with a goal of
delivering the best investment strategies, managers and asset classes to
its clients around the world. Headquartered in Seattle, Washington,
Russell Investments operates globally with 21 offices, providing
investment services in the world’s major financial centers such as New
York, London, Tokyo and Shanghai.
Model Strategies represent target allocations of Russell Investments
funds; these models are not managed and cannot be invested in directly.
You and your financial advisor may work to combine selected funds that
differ from the illustrated combinations depending upon individual
investment objectives. Model Strategies are exposed to the specific
risks of the funds directly proportionate to their fund allocation. The
funds comprising the strategies and the allocations to those funds have
changed over time and may change in the future.
Nothing contained in this material is intended to constitute legal, tax,
securities, or investment advice, nor an opinion regarding the
appropriateness of any investment, nor a solicitation of any type.
Russell Investments is an independent organization and is not affiliated
with FTJ FundChoice.
Securities products and services offered through Russell Investments
Financial Services, LLC, member FINRA, part of Russell Investments.
For information on the Financial Industry Regulatory Authority, go to www.finra.org.