BTS Asset Management said that their Select Bond Asset Allocation portfolio is now available to financial advisors on major RIA custodial platforms, through the Placemark UMA Marketplace Platform.
"BTS is looking forward to bringing our tactical risk management portfolios to the Placemark UMA Marketplace Platform. We have seen increased demand from financial planners who are looking for alternative strategies in place of traditional fixed income assets," according to Isaac Braley, President of BTS.
BTS believes in a capital preservation approach seeking to deliver consistent, steady returns over the long haul, while mitigating downside risk to the extent possible. BTS gives you the flexibility to choose an investment approach that matches your client’s financial goals and personal preferences.
By employing tactical approaches in the portfolio, BTS’ goal is to reduce market volatility and generate more consistent returns over time.
In an effort to accomplish this, BTS offers a variety of fee based tactical bond and equity programs — with the goal to:
- Produce higher investment returns than a "buy and hold" strategy
- Preserve capital during market declines
- Reduce downside investment volatility to manage for a positive "sequence of returns"
- Produce strong compounded investment returns over time
"We are excited to partner with BTS Asset Management and offer their strategies to advisors in UMA Marketplace. We think BTS has an interesting approach that advisors will find valuable in designing solutions for their clients," says Lee Chertavian, Chairman and CEO of Placemark.