ftj orion advisor login

NorthStar Financial, the private equity firm that owns Orion Advisor Services LLC and other leading financial services firms announced today that it has signed to acquire FTJ FundChoice, LLC. Our Advisor-Directed program allows you to build, maintain and implement portfolios that best express your own investment philosophy. At certain places on our website we offer direct access or ‘links’ to other Internet websites.

Simply complete the form and the right member of our team will reach out to you directly. FTJ FundChoice will continue to operate within the same structure that earned its success to date; proceed on the accelerated growth trajectory that enabled the firm to realize more than 35% compounded annual growth in assets under administration over the past two years; and remain focused on serving a wide range of investment advisors, while reaping the benefits of increased access to technology. In the meantime, we’re writing to inform you that we will begin use of the new identity in September 2019. "use strict"; document.addEventListener('DOMContentLoaded', function(){if (window.hideYTActivated) return; let onYouTubeIframeAPIReadyCallbacks=[]; for (let playerWrap of document.querySelectorAll(".hytPlayerWrap")){let playerFrame=playerWrap.querySelector("iframe"); let tag=document.createElement('script'); tag.src="https://www.youtube.com/iframe_api"; let firstScriptTag=document.getElementsByTagName('script')[0]; firstScriptTag.parentNode.insertBefore(tag, firstScriptTag); let onPlayerStateChange=function(event){if (event.data==YT.PlayerState.ENDED){playerWrap.classList.add("ended");}else if (event.data==YT.PlayerState.PAUSED){playerWrap.classList.add("paused");}else if (event.data==YT.PlayerState.PLAYING){playerWrap.classList.remove("ended"); playerWrap.classList.remove("paused");}}; let player; onYouTubeIframeAPIReadyCallbacks.push(function(){player=new YT.Player(playerFrame,{events:{'onStateChange': onPlayerStateChange}});}); playerWrap.addEventListener("click", function(){let playerState=player.getPlayerState(); if (playerState==YT.PlayerState.ENDED){player.seekTo(0);}else if (playerState==YT.PlayerState.PAUSED){player.playVideo();}});}window.onYouTubeIframeAPIReady=function(){for (let callback of onYouTubeIframeAPIReadyCallbacks){callback();}}; window.hideYTActivated=true;}); © 2020 Orion Portfolio Solutions | 2192-OPS-08/24/2020.

"Our affiliation with NorthStar, and its commitment to delivering best in class technology and services to its customers, only supports FTJ FundChoice’s plans for aggressive growth and innovation," said Cook. Scott's Flash Reaction: Look at the language that follows very carefully. Eric Clarke, CEO of Orion, says: “We’re thrilled to welcome FTJ FundChoice and its clients into the NorthStar family.” “Orion has been FTJ FundChoice’s technology partner for the past decade, and we look forward to expanding our relationship to further help the advisors, firms, and enterprises FTJ FundChoice supports.” We hope you find these resources helpful in planning and executing your communication efforts. "use strict"; document.addEventListener('DOMContentLoaded', function(){if (window.hideYTActivated) return; let onYouTubeIframeAPIReadyCallbacks=[]; for (let playerWrap of document.querySelectorAll(".hytPlayerWrap")){let playerFrame=playerWrap.querySelector("iframe"); let tag=document.createElement('script'); tag.src="https://www.youtube.com/iframe_api"; let firstScriptTag=document.getElementsByTagName('script')[0]; firstScriptTag.parentNode.insertBefore(tag, firstScriptTag); let onPlayerStateChange=function(event){if (event.data==YT.PlayerState.ENDED){playerWrap.classList.add("ended");}else if (event.data==YT.PlayerState.PAUSED){playerWrap.classList.add("paused");}else if (event.data==YT.PlayerState.PLAYING){playerWrap.classList.remove("ended"); playerWrap.classList.remove("paused");}}; let player; onYouTubeIframeAPIReadyCallbacks.push(function(){player=new YT.Player(playerFrame,{events:{'onStateChange': onPlayerStateChange}});}); playerWrap.addEventListener("click", function(){let playerState=player.getPlayerState(); if (playerState==YT.PlayerState.ENDED){player.seekTo(0);}else if (playerState==YT.PlayerState.PAUSED){player.playVideo();}});}window.onYouTubeIframeAPIReady=function(){for (let callback of onYouTubeIframeAPIReadyCallbacks){callback();}}; window.hideYTActivated=true;}); Incorporating Liquid Alternatives – Part Two, Incorporating Liquid Alternatives – Part One, © 2020 Orion Portfolio Solutions | 2192-OPS-08/24/2020. Visitors to these websites should not use or rely on the information contained therein until consulting with their finance professional. Also note how gung-ho Dean Cook is. This purchase highlights both companies’ shared purpose to help advisors strengthen their service to clients, grow their businesses with flexibility, and increase their operational efficiencies. This is the result of a rebranding initiative and will cause no change or disruption in service to you from FTJ FundChoice or your financial advisor, who will continue to service your account. "We have a long track record with many of NorthStar’s thousands of clients and hope to extend our growth within that user-base, while also deepening and expanding our many relationships beyond the NorthStar footprint.". Accordingly, investors may receive back less than originally invested. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Orion Portfolio Solutions LLC (OPS).

Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended and should understand that statements regarding future prospects may not be realized. No variation of 'password', 'Orion', or 'advisor' We do it to create a cohesive experience that facilitates advisor … Does not contain date related words. At the May 2015 FTJ FundChoice Advisor Summit Frank Barbera, who manages Ocean Park Asset Management Balanced Risk, warned us of the global issues being played out in our markets.

Orion Advisor Services, a portfolio accounting service and technology provider to advisors, and FTJ FundChoice, a turnkey asset management program, or TAMP, have been working as … “Orion has been FTJ FundChoice’s technology partner for the past decade, and we look forward to expanding our relationship to further help the advisors, firms, and enterprises FTJ FundChoice supports,” says Eric Clarke, CEO of Orion, in the news release. He's staying where he is, obviously itching to get the chance to deploy his account models within a wider audience. 2.12.1 But that relationship is going to get even closer now that Orion’s parent company, NorthStar Financial Services Group, has purchased FTJ FundChoice. Orion Advisor Tech is the maker of the premier financial technology solutions for financial professionals, delivering intuitive reporting, billing, trading, client experience, financial planning, compliance, and business intelligence tools to help our clients achieve more. – A templated letter you can share with clients by mail or email if you’d like to communicate this upcoming change further. This copy is for your personal, non-commercial use only.

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Some in the industry have speculated for some time that firms like Orion would pivot from purely a portfolio management and accounting service to more of a platform in order to continue their growth, and now there is confirmation that this in fact is happening. However, you will see the new name in your statement disclosures beginning in October. This material does not constitute any representation as to the suitability or appropriateness of any security, financial product or instrument. By continuing, you are consenting to cookies being used. That means: As a reminder, this transition will cause no disruption in service to you or your clients, however, we’ve created the accompanying resources to help you communicate this change and answer any questions clients may have on how this affects them directly. Investors should note that security values may fluctuate and that each security’s price or value may rise or fall. Past performance is not a guide to future performance. A news release announcing the deal says advisors will benefit because they will be able to access FTJ FundChoice’s managed account capabilities within the Orion Communities platform. Copyright ©2020 Dow Jones & Company, Inc. All Rights Reserved. This information is prepared for general information only. In a marketplace where a lot of vendors are content to support a cookie-cutter commodity solution, this is potentially far-reaching stuff.

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