This innovative investment strategy employs three of our popular investment programs, giving you and your clients a total portfolio solution. Over the years, three BTS strategies have proven themselves to be very desirable for our clients: Bond Asset Allocation, Seasonality, and Alpha Strategic Asset Allocation. In the past, our financial planners needed to open multiple accounts in order to take advantage of these strategies, but we are now offering portfolio-level macro and micro risk management of these programs that can optimize the strengths of each component. There are portfolios available to fit virtually any client: choose from four traditional risk tolerances: Conservative, Moderate, Growth, and Aggressive Growth. As an added feature, with the Moderate through Aggressive Growth portfolios, you and your clients may also choose to add our "Plus" option. The "Plus" option allows for the use of inverse high yield fund exposure during particular market conditions, yet another feature distinguishing Multi-Strategy Portfolios from so many other choices in the marketplace today.

Macro management of this portfolio watches current market conditions in respect to the portfolio as a whole. Our primary goal is to keep the risk of each portfolio in an acceptable range. If risk goes above or below the range given to that portfolio, BTS will readjust the outer allocation percentages.
At the micro level, we will reallocate the Alpha SAA portfolio quarterly, while the tactical portions will move with BTS' buy and sell signals, with assets then allocated to the appropriate asset class.
$100,000 minimum at Trust Company of America
$50,000 minimum at select variable annuities, including
Security Benefit Life, American Skandia and Jefferson National.


•Multi-Strategy Program Brochure

•Program Performance Snapshot

•One Year Review

 

Assets Under Management
Annual Management Fee
Annual Representative Fee
First: <$100,000
1%
0% - 1.5%
Next: $100,000-$249,999
0.85%
Next: $250,000-$499,999
0.75%
Next: $500,000-$999,999
0.50%
Next: $1,000,000+
0.40%
* Accounts less than $100,000 accepted only at the discretion of BTS

Access this useful tool to estimate annual and quarterly fees for all three of BTS’ core strategies, by simply clicking the icon pictured here!



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