PTS Asset Management is a Registered Investment Advisor established in 1990. Our founding partners have decades of investment experience. PTS clients enjoyed success in the late 90s thanks to our being fully invested in stock and bond funds during much of that time. For the first few years of the new millennium we received recognition for having positioned clients in the safer money market funds for most of the period.
We specialize in reducing the risks associated with investing. PTS provides our management to high net worth individuals, families, institutions, and non-profit organizations. PTS combines the blending of two risk reduction techniques: the proven method of asset allocation, combined with the discipline of pro-active asset management.
We specialize in reducing the risks associated with investing. PTS provides our management to high net worth individuals, families, institutions, and non-profit organizations. PTS combines the blending of two risk reduction techniques: the proven method of asset allocation, combined with the discipline of pro-active asset management.
Services
Markets move in two directions, and protecting your investment is one key to long-term investing success. In a sharp market decline, it does not take long before you begin losing your hard earned principal. It can take twice as long to recover from large losses. Major bear markets occur on a regular basis, and the losses are devastating both financially and emotionally.
PTS Asset Management applies our management techniques primarily to mutual funds and variable annuities. We also manage individual participants' 401(k) accounts. We maintain a long-term, disciplined, unemotional approach to investment management. The three investment categories monitored are shown left.
PTS adheres to a disciplined, pro-active management approach. Our proprietary signal is derived from both technical market analysis and fundamental economic analysis. Our fundamental research and analysis includes the interest rate cycle, corporate earnings, commodity prices, P/E ratios, labor market and GNP.
Folio Institutional is a leading investment solutions and financial technology company. They provide custody and brokerage services for billions of dollars of investor assets and service to hundreds of registered investment advisors.
Folio is an ideal match for advisors seeking an established, well-respected custodian for client assets, and a cost-effective portfolio management, trading, investment, and high-end client services platform that provides advisors with powerful tools enabling them to provide diversified strategies to their clients.
Folio is an ideal match for advisors seeking an established, well-respected custodian for client assets, and a cost-effective portfolio management, trading, investment, and high-end client services platform that provides advisors with powerful tools enabling them to provide diversified strategies to their clients.
Since 1972, Trust Company of America (TCA) has been a champion of Registered Investment Advisors, dedicated to helping them realize their full potential. TCA is the only independent RIA custodian offering fully integrated real-time technology, consultative services and back office support built exclusively for RIAs.
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