BTS has worked closely with financial professionals for over 30 years to build the very best financial solutions for investors.  In that time, we have been able to develop a number of benefits that aid advisors in delivering the highest level of service to investors.  Many advisors find the key benefits of working with BTS are . . .

History With our turnkey solutions and our professional money management, you can trust that someone is watching the markets at all times, allowing you to do what's most important . . . spend time with your investors. As money managers, we understand how important it is to have a partner like you. Someone who can sit at the same side of the table with the client, who can work to educate and evaluate as well as inform from an unbiased perspective.

Business Building BTS spends everyday evaluating business best practices. We interview thousands of advisors every year to see what is working in the industry and try to relay those messages to help you grow your business. BTS is a consultant that is at your disposal for networking, sales ideas, marketing and other needs.

Economy of Scale Whether it's research, trading, operations or accounting, all of your back office work ends up costing you money. By working with BTS you're able to utilize our resources as part of your own. BTS pores a considerable amount of its own resources into supporting your business. We work with many business consultants each year and convey their ideas and information to help you improve all areas of your business.

Personal Touch After 30 years of business and the opportunity to manage over $2 billion of your clients' assets, BTS has come to realize the importance of the personal touch. We believe that you should have access to all of our staff. If your sales team or account manager is unavailable, we will find you a service associate qualified to answer your question. If you need to speak to our Executive Team or Investment Committee, they are available for you to contact.