Since 1979, BTS has been one of the nation's premier providers of quantitative market-risk management for mutual fund and variable annuity holders, who seek income and/or total return over a five to ten-year period. BTS offers three different asset management styles for mutual funds and variable annuities, all offering some level of active management. BTS over its history has demonstrated a true 'sell discipline' in its approach to risk-management, something that distinguishes us from many other money managers today. BTS is located just outside of Boston, in historic Lexington, Massachusetts.

	Registered Investment Advisor, founded in 1979
	Approximately $630 million currently under management ($550 million discretionary and $80 million non-discretionary)
	6,000 accounts (individual, corporate and ERISA)
	Over 2,000 financial planners nationwide are contracted to offer our service to their client's portfolio

	Market-risk management
	Increased investment safety
	Seeks to enhance potential for gains
	Liquidity - with client maintaining control
	Defensive strategies available geared to the conservative client, whether near retirement or retired

	Let BTS be your back office, handling all allocations and trading
	Programs can be sold in conjunction with new fund sales or added to existing mutual fund and variable annuity accounts
	All funds selected by BTS in Alpha SAA, Select, and Multi-Strategy portfolios
	Ideal for qualified plans and tax deferred accounts
	BTS will help you grow your fee based business
	Solutions offered on Trust Company of America's full-featured platform, or direct at various mutual funds and variable annuities

For Financial Planners: Contact your BTS Representative at 800-343-3040 today.

Click here for the BTS Regional Territory Map

For investors: Please contact your Financial Planner.