First Trust Investment Solutions L.P.

Drawing from decades of experience, First Trust Investment Solutions L.P. (“FTIS”) combines the strength of the advisor focused resources and asset management capabilities of First Trust Advisors and First Trust Portfolios with FTIS’s investment management expertise, creating a state-of-the-art Managed Account platform designed to allow customization and tax management to align with a client’s financial and income goals and personal values.

Website

https://www.ftsma.com/

External link for First Trust Investment Solutions L.P.

Industry

Financial Services

Company size

501-1,000 employees

Headquarters

Naples, Florida

Type

Privately Held

Founded

1991

Specialties

Concentrated Stock Strategies - Optimized Listed Options, Managed Portfolios - Dividend Income Strategy, Concentrated Stock Strategies - Covered Call Transition, and Managed Portfolios - Growth and Income Strategy