Multi-Strategy Portfolios provide a diversified investment approach that combines both our Tactical and Strategic Asset Allocation strategies into one of the most robust portfolios available today. This program seeks to enhance returns while maintaining a predetermined risk balance to avoid over-emphasizing any single category.

BTS utilizes two distinct investment allocation approaches to build the core and satellite holdings of the Multi-Strategy Portfolios:

1. 1. Strategic Asset Allocation (SAA) - involves quarterly rebalancing and reallocation of a portfolio with the goal of achieving long term risk and return objectives. BTS offers a highly evolved approach to strategic asset allocation through our Alpha Asset Allocation Strategy. To learn more, please review our section on SAA.

1. 2. Tactical Asset Allocation (TAA) - is an active management strategy that shifts assets in order to take advantage of strong market trends. BTS employs this strategy in two separate sections of Multi-Strategy: Select Bond Asset Allocation, and Select Seasonality with Select Bond Asset Allocation. Both of these strategies were developed with the goal to minimize risk and maximize returns in a portfolio. To learn more, please review our section on TAA.

By combining these two approaches BTS is able to offer a unique solution to many investors’ fears. With our Tactical solution clients have the opportunity to preserve capital while still managing to prosper in up markets. Our TAA portfolios also seek to resolve interest rate fears by investing in bonds that are increasing in value. It is important to realize that all bonds do not act alike and investors can profit from knowing the return and risk differences between each one. With the use of our Strategic portfolios clients achieve a dynamically diversified portfolio, which can participate in market movements around the world.

BTS offers our Multi-Strategy portfolio in one of two ways:

• Multi-Strategy:
  • Investor may select between 4 different risk tolerances and BTS builds you the portfolio
  • Conservative
  • Moderate
  • Growth
  • Aggressive Growth

• Custom Multi-Strategy:
  • Investor and Advisor build their own mix of BTS investments

To learn more, please click here.