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BTS Asset Management, Inc.

Headquartered in LINCOLN, MA

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Firm Information

BTS Asset Management, Inc. is a Lincoln, MA-based investment advisor with a focus on portfolio management for individuals, businesses, and investment companies. The firm offers market timing services and other advisory services, and manages over $208 million in assets for over 834 clients. They are registered with the SEC (SEC Number: 801-14895).

BTS Asset Management, Inc.

55 OLD BEDFORD ROAD

LINCOLN, MA 01773

$208.50M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consultation services

Consultation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

BTS ASSET MANAGEMENT, INC. has a total of 5 branch locations across the country.
location

LEXINGTON, MA

location

EUGENE, OR

location

THE VILLAGES, FL

location

LINCOLN, MA

location

CHAPEL HILL, NC

Advisors at BTS Asset Management, Inc.

View All 7 Advisors
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Dean Edward Herod

RA

EUGENE, OR

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Robert Lawrence Lincoln

RA

CHAPEL HILL, NC

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Mark Byron Bentley

RA

LINCOLN, MA

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Unclaimed
Matthew Alexander Pasts

RA

LEXINGTON, MA

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Vilis Pasts

RA

LEXINGTON, MA

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Unclaimed
William Howard Fassbender

RA

THE VILLAGES, FL

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George William Platt

RA

LINCOLN, MA

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Isaac Charles Braley

RA

LINCOLN, MA

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Disclosures

There are no public disclosures for BTS Asset Management, Inc..

Frequently Asked Questions (5)

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