BTS Asset Management

At BTS Asset Management, our mission has always been to preserve and protect our investors' hard-earned assets. We believe in taking a thoughtful and strategic approach to investing, focusing on risk management and seeking to participate in 80% of up markets while avoiding 80% of down markets. Our approach is designed to reduce volatility and deliver consistent, long-term returns. We understand that investing should be dynamic, not static, and we strive to offer downside risk management and provide upside potential.

Our Services

We offer a range of services tailored to meet the unique needs of our clients. Our investment strategies include Enhanced Equity Income, Tactical Asset Allocation, Strategic Asset Allocation, and Multi-Strategy Portfolio. Each of these strategies is designed to take advantage of market opportunities while managing risk. We also provide detailed literature and resources, including fact sheets, quarterly video updates from our portfolio managers, and whitepapers. Our goal is to educate and empower our clients to make informed investment decisions.

Historical Performance

We have a proven track record of managing through several market cycles, recessions, recoveries, and multiple up and down interest rate periods. Our historical performance demonstrates the effectiveness of our tactical and strategic approaches. We believe that understanding the past is key to navigating the future with confidence.

Our Team

Our team of experienced professionals is dedicated to delivering exceptional service and investment advice. We are committed to staying ahead of the curve, continuously monitoring market trends and adapting our strategies to meet the evolving needs of our clients.