Assets Under Management
$282.8M
Number of Clients
794
Number of Advisors
2
Average Client AUM
$356K
AUM per Advisor
$141.4M
Compensation
Fee-Only (AUM)
ITS Asset Management offers several management programs with preset styles to accommodate differing risk tolerances and investment objectives. They utilize mutual funds and ETFs in their managed strategies, following a Disciplined Active Portfolio Management (DAPM) formula. PTS Asset Management offers four different risk tolerance/model portfolios. ITS has a minimum account size of $30,000.
565 Washington Avenue, Suite 7, North Haven, CT, 06473