Choosing the Right TAMP: Checklist

In recent years, TAMPs — Turnkey Asset Management Programs — have seen a surge in popularity, and for good reason. According to Fidelity research, advisors who outsource investment management are able to grow faster and manage more AUM than those who don’t.

But that success is directly dependent on choosing the TAMP that’s best for your business — which can be difficult to do with so many options available.

If you’re thinking about working with a TAMP, download our checklist to help guide your search for the right partner.

Download the checklist now.

Who is ftj | FundChoice?
ftj | FundChoice is a turnkey asset management program (TAMP) serving over 3,000 advisors with simplified investment, reporting, and service solutions.

Who is CLS Investments?
CLS Investments is a third-party investment manager, ETF strategist, and longtime trusted partner in the financial industry.