PTS applies our proven management techniques to mutual funds, variable annuities and variable life products. We also manage individual participant 401(k) accounts.

PTS maintains a long-term, disciplined, unemotional approach to investment management. We seek to provide market-like returns over the long term, while reducing risk in the near term.

Our proactive models combine technical and fundamental analysis. We continually gather, monitor and analyze a variety of financial data to determine the market strength or weakness. When weakness is identified, accounts are automatically allocated away from the deteriorating asset class.

PTS offers flexible dynamic weighting. lf an asset class is strengthening, exposure can be over-weighted. Should the asset class weaken, exposure can be under-weighted or eliminated entirely. This technique is designed to give the largest exposure to the strongest or best performing class. In times of extreme weakness, 100% of a portfolio can be moved into the money market fund. This is the ultimate way to preserve capital in a declining market.