BTS believes in a capital preservation approach seeking to deliver consistent, steady returns over the long haul, while mitigating downside risk to the extent possible. BTS gives you the flexibility to choose an investment approach that matches your clients financial goals and personal preferences. By employing tactical approaches in the portfolio, BTS seeks to reduce market volatility and generate more consistent returns over time. To accomplish this, BTS offers a variety of fee-based tactical bond and equity programs—that all seek to:
Founded in 1979, BTS has been one of the nation’s premier third party money managers, providing quantitative risk-management and portfolio solutions for mutual fund and variable annuity clients looking for income and/or total returns over a three to five-year period. BTS manages approximately 15,000 individual, corporate, and pension accounts and works with over 3,000 financial planners and registered representatives. BTS has multi-year track records in tactical fixed income and equity management dating as far back as 30 years, providing advisors and clients alike with the experience and service of an established money manager.
AUM as of December 2012: Approximately $1.9 Billion ($1.5B discretionary, $0.4B non-discretionary)