Toews proprietary portfolios are available through the FTJ Fundchoice platform.
Program Description
FTJ FundChoice™ is a fee-based mutual fund platform offering no-load and load-waived mutual funds. It is an asset management program that allows financial advisors the ability to develop their own model portfolios or outsource the asset allocation decision to institutional portfolio strategists.
Asset Allocation Strategist Options
Proprietary Model – FTJ FundChoice™ will work with the individual advisor to develop asset class and fund specific portfolios for use with their clients based on each advisors proprietary approach to investing.
In addition, an advisor can outsource the asset allocation and manager selection decision to any of the following institutional consulting firms:
- Wilshire Funds Management – Strategic
- First Affirmative – Strategic
- PGR Solutions- Strategic (*Some Restrictions May Apply)
- Toews Corporation- Dynamic
- Advanced Asset Management Advisors – Dynamic
- Iron Point Capital Management – Dynamic
- Frontier Asset Management- Dynamic
- Litman/Gregory – Dynamic
Flexibility
An advisor may make allocation adjustments, fund transfers and strategist changes without transaction fees. These types of changes can be made at www.ftjfundchoice.com
Fees
Annual Account Maintenance Fee per Account w/ Electronic Delivery $25.00
Annual Account Maintenance Fee per Account w/ Mailed Statements $50.00
Dollar Range
$0.00 ‐ $50,000.00
$50,000.01 ‐ $100,000.00
$100,000.01 ‐ $250,000.00
$250,000.01 ‐ $500,000.00
Over $500,000.01
Fee Schedule
0.45%
0.35%
0.20%
0.175%
0.15%
Wilshire Funds Management
Toews Corporation
First Affirmative additional
Advanced Asset Management Advisors
Iron Point Capital Management
Frontier Asset Management
Litman/Gregory
no additional charge
no additional charge
10 basis points
additional 10 basis points
additional 10 basis points
additional 10 basis points
additional 10 basis points
