Its Asset Management, L.p.

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PTS Asset Management PTS Why Risk Management Programs Offered Investment Philosophy Platforms Services Axos Advisor Services Millennium Trust Variable Annuities TIAA-CREF Faith Based Investing Advisor Resources Welcome The Science of Protecting Wealth PTS Asset Management is a Registered Investment Advisor established in 1990. Our founding partners have decades of investment experience. 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 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 non-profit organizations. PTS combines 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 agents. Making clear choices in asset management starts with you... 565 Washington Avenue Suite 7 North Haven CT 06473 203-234-9499 800-678-9730 Fax: 203-234-9550 2026 PTS Asset Management Website Development by AEI Marketing

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