PTS clients enjoyed success in the late 90s thanks to our being fully invested in stock and bond funds during much of that time. For the first few years of the new millennium we received nationwide recognition for having positioned clients in the safer money market funds for most of the period.

We specialize in reducing the risks associated with investing. PTS provides our management to high net worth individuals, families, institutions, and nonprofit organizations.

PTS pioneered the blending of two risk reduction techniques: the proven method of asset allocation, combined with the discipline of pro-active asset management.

Our dual mission statement is to:
Participate in Rising Markets
Preserve in Declining Markets

Our service is offered through a nationwide network of professional financial advisors, brokers, and CPAs.