PTS Asset Management is a Registered Investment Advisor established in 1990, specializing in reducing the risks associated with investing. With decades of investment experience, their founding partners have successfully positioned clients in stock and bond funds during the late 90s and in safer money market funds during the early 2000s. Their dual mission is to participate in rising markets and preserve wealth in declining markets, offering their services to high net worth individuals, families, institutions, and non-profit organizations through a nationwide network of professional financial advisors, brokers, and agents.
Combining the proven method of asset allocation with the discipline of pro-active asset management, PTS Asset Management aims to protect and grow wealth for their clients. Their risk management programs, investment philosophy, and services are designed to provide a science-based approach to wealth protection, making clear choices in asset management a priority.
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