Why choose us?

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:

  • Produce higher investment returns than a “buy and hold” strategy
  • Preserve capital during market declines
  • Reduce downside investment volatility to manage for a positive “sequence of returns”
  • Produce strong compounded investment returns over time

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Who we are

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 12,000 individual, corporate, and pension accounts and works with over 2,500 financial planners and registered representatives. BTS has multi-year track records in tactical fixed income and equity management dating as far back as 28 years, providing advisors and clients alike with the experience and service of an established money manager.

AUM as of December 2009: Approximately $1.8 Billion

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