Axos Advisor Services
PTS Asset Management, established in 1990, is a Registered Investment Advisor based in North Haven, CT, specializing in risk management for high net worth individuals, families, institutions, and non-profit organizations. With decades of investment experience, the firm has successfully navigated various market conditions by combining asset allocation with proactive management strategies.
The company’s dual mission focuses on participating in rising markets while preserving wealth during declining markets, ensuring clients receive expert guidance tailored to their financial goals. PTS stands out for its commitment to reducing investment risks, making informed asset management choices that begin with the client.
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