ITS Asset Management offers several pre-set investment strategies using mutual funds and exchange-traded funds (ETFs). These strategies include Dynamic Conservative, Dynamic Moderate, Dynamic Growth, Global Premier, and Income Plus. ITS uses a Disciplined Active Portfolio Management (DAPM) approach, combining active management with a structured portfolio framework. ITS does not customize its investment advice to individual client needs or risk tolerances. PTS Asset Management, operating as a DBA of ITS, also offers model portfolios.
Fee Structure
ITS Asset Management charges a percentage of your account's value as an advisory fee. The maximum annual advisory fee is 2.00% for Dynamic and Global Premier strategies and 1.00% for the Income Plus strategy. The fee can vary based on factors like account size, inception date, or participation in an employer-sponsored retirement plan. PTS Asset Management charges fees based on whether the account is on a platform or not. Non-platform accounts range from 2.25% to a negotiable rate for accounts over $1,000,001. Platform accounts range from 2.00% to a negotiable rate for accounts over $1,000,001.