FDx Advisors Blog

Northern Trust joins FDx Advisors wealth management platform

November 19, 2013 Written by Shari Hensrud

We are pleased to welcome Northern Trust to the FDx Advisors UMA program. Northern Trust issued an announcement this week highlighting that that Northern Focused Portfolios (NFP) model portfolios have been added to FDx Advisors Unified Overlay Management Program platform. 

The NFP portfolios are a series of active, passive and blended models created through tactically-weighted asset allocation of proprietary and non-proprietary mutual funds and ETFs which seek to emphasize consistent and competitive performance while managing volatility and risk.

In the press release announcement, Northern Trust states: “Our relationship with FDx Advisors has included a presence on their mutual fund and exchange traded fund research lists. We are delighted to extend our relationship with FDx Advisors and offer our proprietary NFP investment models to their client base of financial advisors,” said Eric Schweitzer, Managing Director of Northern Trust’s Financial Intermediary Distribution business. “We believe these products benefit RIAs, IBDs and Trust Institutions as the models address a range of investment goals and objectives with a focus on risk management.”

If you are a wealth management firm looking to grow your business with institutional-quality manager research, open architecture programs and/or discretionary investment solutions through a turnkey platform, contact FDx Advisors today.

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