ORION PORTFOLIO SERVICES
FTJ FundChoice is to provide advisors with efficient and scalable back office solutions allowing advisors to focus on raising assets and servicing clients. They accomplish this through innovative offerings, accountability, and respect for advisors and their clients. They are focused on delivering a high touch mutual fund platform and Turnkey Asset Management Program (TAMP). Advisors have the ability to efficiently manage their existing investment management process as a standalone through the creation of model portfolios or in conjunction with investment strategists designed and monitored by leading institutional advisory firms.
ORION PORTFOLIO SERVICES
Social Links:
Industry:
Advice Finance Financial Services
Founded:
2001-01-01
Address:
Hebron, Kentucky, United States
Country:
United States
Website Url:
http://www.ftjfundchoice.com
Total Employee:
51+
Status:
Active
Contact:
8594262050
Email Addresses:
[email protected]
Technology used in webpage:
SPF Domain Not Resolving Microsoft Exchange Online Office 365 Mail IPv6 Microsoft Azure DNS Pound Sterling IIS 10 Microsoft Japanese Yen
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Orion Portfolio Solutions
Orion Portfolio Solutions is a multi-faceted provider of investment, business development, technology, reporting, and service solutions.
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http://www.ftjfundchoice.com
- Host name: 141.193.213.10
- IP address: 141.193.213.10
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Orion Portfolio Services"
NorthStar Financial Agrees to Acquire FTJ FundChoice
Apr 11, 2018 The combined firms will support nearly $690 billion in platform assets and over 2.5 million investor accounts. NorthStar Financial Services Group, LLC—the parent company of …See details»
Helping advisors build growing advisory practices through one ...
Dec 28, 2018 www.ftjfundchoice.com For professional use only. Not intended for public distribution. 1278-FTJFC-12/28/2018. Created Date: 1/9/2019 1:14:02 PM ...See details»
NorthStar Financial Agrees to Acquire FTJ FundChoice
Apr 11, 2018 To learn more about FTJ FundChoice, please visit www.ftjfundchoice.com. About Orion Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider …See details»
Orion Portfolio Services - Crunchbase Company Profile & Funding
Contact Email [email protected] Phone Number 8594262050 FTJ FundChoice is to provide advisors with efficient and scalable back office solutions allowing advisors to focus on …See details»
On April 11, NorthStar Financial Services Group, LLC, the parent ...
The core capabilities of each organization will remain. However, unifying the companies under one brand cements our ability to connect and modernize our offerings even further and in the …See details»
Orion Gets Closer to Its TAMP Purchase - Wealth Management
Oct 23, 2018 Orion’s parent company, NorthStar Financial, is bringing it’s TAMP acquisition, FTJ FundChoice, further into the fold, it announced today.The expansion, called Orion Enterprise, …See details»
Ftj Fundchoice, LLC (Omaha) | Adviser Rankings - wallmine
Ftj Fundchoice, LLC is a multi-state adviser based in Omaha. It manages $7.11 million of regulatory assets for 111 client accounts. It has been registered with the SEC as an adviser …See details»
FTJ Fundchoice LLC - Company Profile and News - Bloomberg …
Company profile page for FTJ Fundchoice LLC including stock price, company news, executives, board members, and contact informationSee details»
CLS Investments Combines TAMP Business with FTJ FundChoice
Dec 21, 2018 In early 2019, CLS Investments will combine its turnkey asset management platform business with FTJ FundChoice, which was acquired by CLS parent company, …See details»
Orion Bets on Growing Demand for Customized Portfolios
Apr 12, 2018 NorthStar Financial Services Group, the parent company of Orion Advisor Services and CLS Investments, announced plans Wednesday to acquire FTJ FundChoice, a turnkey …See details»
FTJ FundChoice - PitchBook
FTJ FundChoice General Information Description. Provider of investment, asset advisory and back office management services. The company provides technology enabled asset …See details»
FTJ FundChoice Reaches $6 Billion in Assets Under Administration ...
Jul 13, 2016 FTJ FundChoice announced today that it invests over $6 billion on behalf of its financial advisor clients. FTJ FundChoice, a national turnkey asset management program …See details»
Orion’s Purchase of FTJ FundChoice Makes Orion a Player in the …
Apr 12, 2018 The independent advisory space continues to evolve, and Orion Advisor Services is evolving with it. Some in the industry have speculated for some time that firms like Orion …See details»
FTJ FundChoice Launches Separately Managed Accounts Program …
Mar 28, 2017 FTJ FundChoice, a leading turnkey asset management program with over $7 billion assets under administration , today announced the launch of the FTJ FundChoice …See details»
FTJ FundChoice Launches Single Ticker Strategies - Yahoo Finance
Jan 13, 2016 FTJ FundChoice, a leading turnkey asset management program with over $5 billion assets under administration , today announced the launch of Single Ticker Strategies to …See details»
FTJ FundChoice Now Offers the Full Suite of - Business Wire
May 9, 2019 Release Summary. FTJ FundChoice, announced today that the full suite of American Funds® model portfolios are now available on the FTJ FundChoice platform.See details»
Dear Client, Thank you for choosing FTJ FundChoice™. This guide …
800-379-2513, option 4 www.FTJFundChoice.com 1 FTJ FundChoiceâ„¢ Page 1 Dear Client, Thank you for choosing FTJ FundChoiceâ„¢. This guide will assist you in setting up your online …See details»
FTJ FundChoice Welcomes Russell Investments’ Five ... - Business …
May 1, 2019 Russell Investments is an independent organization and is not affiliated with FTJ FundChoice. Securities products and services offered through Russell Investments Financial …See details»
FTJ FundChoice Surpasses $5 Billion in Assets Under …
Oct 28, 2015 Success continues for FTJ FundChoice as the Firm today announced that it now invests over $5 billion on behalf of its financial advisor clients. FTJ FundChoice, a national …See details»
Dear Client, www.FTJFundChoice.com . In keeping with our …
800-379-2513, option 4 www.FTJFundChoice.com 1 FTJ FundChoiceâ„¢ Page 1 Dear Client, Thank you for choosing FTJ FundChoiceâ„¢. This guide will assist you in managing your online …See details»