BTS Asset Management

Business Details

47 Years

experience

Trusted Financial Advisers in Lincoln, MA

BTS Asset Management has been a leader in risk management since 1979, offering innovative investment advisory services tailored to preserve and protect client assets. Our approach combines decades of experience navigating market cycles, recessions, and interest rate fluctuations with a commitment to dynamic, data-driven strategies. We specialize in tactical and strategic asset allocation, focusing on downside risk management while seeking upside potential. Our team of seasoned professionals, including Chartered Market Technicians and industry veterans, leverages proprietary models to deliver diversified income solutions across equity, fixed income, and multi-strategy portfolios.

With a legacy of adapting to evolving markets, we prioritize client-centric solutions that align with individual financial goals. Our transparent communication and adherence to regulatory standards ensure trust and accountability in every client relationship. By blending traditional wisdom with modern analytical tools, we aim to provide consistent, long-term returns while minimizing volatility. Our mission remains rooted in the belief that disciplined risk management is key to achieving financial security, particularly for retirees and pre-retirees navigating uncertain markets.

Services

Enhanced Equity Income Portfolio Tactical Asset Allocation Strategic Asset Allocation Multi-Strategy Portfolio Managed Income Fund

Details

Year established: 1979

Highlights and features

40+ years managing through multiple market cycles and economic downturns
Proprietary models combine tactical and strategic asset allocation approaches
Focus on downside risk management with proven capital preservation strategies
Team includes Chartered Market Technicians and industry veterans
Transparent communication and SEC-registered compliance framework

Website

Update Listing

Services

Enhanced Equity Income Portfolio

This portfolio combines dividend aristocrats, equity fortress stocks, highest-yielding equities, and covered call strategies to generate consistent income while managing risk. Our proprietary models select securities across 11 GICS sectors based on fundamental ratios and quantitative metrics. The approach aims to reduce volatility through diversified equity income allocations while maintaining participation in market upturns.

Tactical Asset Allocation

Our quantitative model removes emotional bias to identify market trends, targeting participation in 80% of up markets while avoiding 80% of downturns. This strategy dynamically shifts between equities, fixed income, and cash based on technical indicators and macroeconomic factors. The approach emphasizes capital preservation during market declines while capturing growth opportunities during recoveries.

Strategic Asset Allocation

This quarterly rebalanced strategy adapts to changing economic and market conditions through dynamic sector reallocation. We combine traditional buy-and-hold principles with tactical adjustments to optimize risk-return profiles. The approach focuses on identifying sector opportunities and maintaining alignment with client risk tolerance through regular portfolio adjustments.

Multi-Strategy Portfolio

Combining tactical and strategic approaches, this portfolio offers diversified exposure across multiple risk profiles. Investors can choose from four pre-constructed allocations or create customized combinations of our core strategies. The solution provides flexibility to adapt to various market environments while maintaining disciplined risk management parameters.

Managed Income Fund

This fund focuses on diversified income generation through credit and duration management. It combines core fixed income positions with tactical risk management components that can shift to cash during market stress. The strategy aims to outperform traditional bond indices while maintaining lower volatility through active sector rotation and credit analysis.

People

Vilis Pasts

Chairman of the Board of Directors, Director of Research, Portfolio Manager

With over 40 years in securities, Vilis founded BTS in 1979 and developed its risk management framework. He holds a Babson College degree and has led through multiple market cycles, creating the firm's tactical approach to asset allocation.

Matthew Pasts

CEO, Director, Investment Committee Member

Matthew joined BTS in 1989 and became CEO, bringing CMT designation expertise. He graduated from Babson College with honors in Finance and has managed portfolio strategies while serving as a registered principal since 1991.

Isaac Braley

President, Director, Investment Committee Member

Isaac joined BTS in 1999 and leads portfolio management for mutual funds and SMAs. He holds advanced degrees in financial planning and entrepreneurship from UMass Amherst, with industry recognition for his CNBC appearances and conference speaking engagements.

Questions

What investment strategies does BTS offer?

BTS offers Enhanced Equity Income, Tactical Asset Allocation, Strategic Asset Allocation, Multi-Strategy Portfolios, and Managed Income Fund solutions tailored to different risk profiles.

How does BTS approach risk management?

We use quantitative models to participate in 80% of market gains while avoiding 80% of losses, focusing on capital preservation through tactical positioning and diversified income strategies.

What makes BTS different from other asset managers?

Our unique combination of tactical and strategic approaches, 40+ years of experience, and proprietary models differentiate us in managing through multiple market cycles and economic environments.

Are BTS strategies suitable for retirees?

Yes, our income-focused strategies and emphasis on capital preservation make us particularly well-suited for retirees and pre-retirees seeking consistent returns with reduced volatility.

How often are portfolios rebalanced?

Strategic portfolios are rebalanced quarterly, while tactical adjustments occur as needed based on market conditions and technical indicators.

What regulatory oversight does BTS have?

BTS is registered with the SEC as an investment adviser, ensuring compliance with all applicable securities laws and regulations governing investment advisory services.