What’s new at FTJ Fundchoice/OPS and MMS Updates
FTJ Fundchoice/OPS is extremely excited to illustrate our new website, proposal system, and ease of doing business going forward. These new developments will truly define our experience as ‘best of breed
New Technology Overview
Preview our new website, proposal system, and planning tool
High Net Worth Solutions Options and Panel
- Dan Gardiner, Meeder Private Wealth
- Case Eichenberger, CLS Investments
Learn more about our premier custom SMA managers and how their products can be designed to help you attract High Net Worth investors.
-Wayne Seaman, Main Management
-Marc DiFilippo, Ocean Park
-Kevin Kenny, Toews
Overview investment strategies that take advantage of all market cycles through active asset allocation, sector rotation, & other money management tools.
Discussion amongst strategists and attendees in regard to how and where to implement various strategists to best suit your clients’ needs as well as how to best pair strategists together in the ever-changing markets we invest in.