PTS Asset Management

PTS Asset Management is a Registered Investment Advisor with a rich history, having been established in 1990. Our founding partners bring decades of investment experience to the table, providing our clients with a strong foundation of knowledge and expertise. Our clients have experienced success in various market conditions, thanks to our strategic and proactive approach to asset management.

Our Services

At PTS Asset Management, we specialize in reducing the risks associated with investing. We provide our management services to high net worth individuals, families, institutions, and non-profit organizations. Our dual mission statement is to:

1. Participate in Rising Markets

We strive to position our clients' portfolios to take advantage of rising markets, aiming to maximize gains during periods of growth.

2. Preserve in Declining Markets

Our second mission is to protect our clients' assets during market downturns. We utilize proven risk reduction techniques, such as asset allocation and proactive asset management, to help preserve our clients' investments.

Our services are offered through a nationwide network of professional financial advisors, brokers, and agents, ensuring that clients receive personalized attention and expert guidance.

Investment Philosophy

At PTS Asset Management, we believe that making clear choices in asset management starts with the client. We work closely with our clients to understand their financial goals, risk tolerance, and investment horizon. This information allows us to create a customized investment strategy designed to meet their unique needs.

Our investment philosophy is built on the following core principles:

• Diversification: We utilize asset allocation to spread investments across various asset classes, reducing risk and enhancing potential returns.
• Active Management: Our team of experienced professionals constantly monitors the market and adjusts our clients' portfolios as needed, ensuring that they are always well-positioned to capitalize on market opportunities while minimizing risk.
• Long-Term Focus: We believe that a long-term approach to investing leads to the most successful outcomes. We work with our clients to create strategies that align with their investment horizon, allowing them to benefit from the power of compound interest.

Platforms & Services

In addition to our core investment management services, we offer a variety of platforms and services designed to help our clients achieve their financial goals:

• Axos Advisor Services: We partner with Axos to provide our clients with access to a wide range of financial products and services, including brokerage, custodial, and trading platforms.
• Millennium Trust: We work with Millennium Trust to provide our clients with access to alternative investment options, such as real estate, private equity, and hedge funds.
• Variable Annuities: We offer variable annuities as a tool for retirement planning and wealth protection.
• TIAA-CREF Faith-Based Investing: We understand the importance of aligning investments with personal values. We offer faith-based investing options for clients who wish to invest in accordance with their religious beliefs.

Advisor Resources

We provide our clients with access to a variety of resources designed to help them make informed investment decisions. These resources include market analysis, economic research, and educational materials. We are committed to empowering our clients with the knowledge they need to achieve their financial goals.

The Science of Protecting Wealth

At PTS Asset Management, we believe that protecting wealth is just as important as growing it. We utilize proven risk management strategies to help our clients preserve their investments, ensuring that they are well-positioned to achieve their long-term financial goals.