Avoiding loss of principal is a primary key to long-term investment success. The risk of loss of principal is greatest in times of significant market volatility and uncertainty. To manage that risk, we've developed defensive strategies that seek to reduce risk and enhance investment performance. BTS programs are actively managed, generally moving among the selected fixed income, equity, and/or money market fund as our investment models dictate. The goal is to help you achieve growth, income, and capital preservation by participating in market advances, and more importantly, by avoiding major losses during market declines. BTS makes all fund selections within our "Select" programs. The “Plus” option on certain BTS programs offers the potential of inverse high yield exposure, which provides the investor the possibility to hedge market exposure through this short option.

 

Bond/Bond Asset Allocation Programs
Equity Programs
Bond/Equity Asset Allocation Programs
  • High Yield/Large Cap Asset Allocation
  • US Asset Allocation
  • Worldwide Asset Allocation
  • Select Seasonality/High Yield
  • Select Seasonality/High Yield Plus
  • Select Seasonality/Bond Asset Allocation
  • Select Seasonality/Bond Asset Allocation Plus
Did You Know?

To combine Tactical with BTS Strategic Asset Allocation all in one account see BTS Multi-Strategy Portfolios

 

Amount Under Management
Annual Management Fee
Annual Representative  Fee

First: <$100,000
1.25%
0% - 1.5%
Next: $100,000-$249,999
1.0%
Next: $250,000-$499,999
0.75%
Next: $500,000-$999,999
0.50%
Next: $1,000,000+
0.40%
* Accounts less than $25,000 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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