BTS Asset Management

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

420 Bedford St Ste 340, Lexington, Massa...

Phone Number

(781) 863-2545

Revenue

$7.3 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
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2

About BTS Asset Management

BTS Asset Management is an investment adviser focused on risk management and capital preservation, utilizing a tactical approach to navigate market cycles. The company offers a range of investment strategies, including Enhanced Equity Income Portfolio and Tactical Asset Allocation, aimed at providing downside risk management while pursuing long-term growth. Their services are designed for investors seeking to optimize their portfolios amidst market uncertainties. Established in 1979, BTS emphasizes the importance of informed decision-making and emotional detachment in investment practices.Explore more
BTS Asset Management's Social MediaPopular SearchesBts Asset Management IncBTS Asset ManagementAsset ManagementAsset Management IncBts Investments IncSIC Code 62,628NAICS Code 52,523Show more

BTS Asset Management Org Chart

PhoneEmail
Isaac Braley, President at BTS Asset Management
United States flag for contact location.

President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

BTS Asset Management

$7.3M
11-50
Private
<$5M
1979
Isaac Braley, President at BTS Asset Management
Isaac BraleyPresident
$8.2M
11-50
Private
<$5M
1991
SS
Scott StChief Financial Officer
$7.7M
11-50
Private
-
1988
TF
Theresa FanningChief Operating Officer
<$5M
11-50
Private
-
1986
Stefan Meierhofer, President & Chief Executive Officer at Telos Capital Management
Stefan MeierhoferPresident & CEO
<$5M
11-50
Private
-
2004
BC
Bruno CarvalhoChief Investment Officer
<$5M
11-50
Private
-
2007
RC
Richard CrippsChief Investment Officer
<$5M
11-50
Private
-
2004
MS
Michael ShellPresident & Chief Investment Officer & Portfolio Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

BTS Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

BTS Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about BTS Asset Management.

BTS Asset Management financials insights

Gather financial insights about BTS Asset Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

2021

Debt

$831K

See All BTS Asset Management's Financials Insights

BTS Asset Management Tech Stack

A closer look at the technologies used by BTS Asset Management

Most Recent Scoops

Facilities Relocation / Expansion
BTS Asset Management is planning to move its offices in June 2021. The move will impact approximately 40 employees at their existing office located at 420 Bedford St, Suite 340, Lexington, MA.
Real Estate
Funding
BTS Asset Management has received an SBA PPP loan in the amount of $831,185 from Bank of America resulting in the retention of 34 jobs.
Funding
BTS Asset Management has received an SBA PPP loan for $350,000-1 million from Bank of America, supporting the retention of 34 jobs.
Funding
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Top Finance Companies

Frequently Asked Questions Regarding BTS Asset Management

What is BTS Asset Management's official website?
BTS Asset Management's official website is www.btsmanagement.com
What is BTS Asset Management's Revenue?
BTS Asset Management's revenue is $7.3 Million
What is BTS Asset Management's SIC code?
BTS Asset Management's SIC: 62,628
What is BTS Asset Management's NAICS code?
BTS Asset Management's NAICS: 52,523
How many employees does BTS Asset Management have?
BTS Asset Management has 11-50 employees
What industry does BTS Asset Management belong to?
BTS Asset Management is in the industry of: Finance, Securities Trading
What is BTS Asset Management competition?
BTS Asset Management top competitors include: Clarus Wealth Advisors, Shell Capital Management, EquityCompass Investment Management, Telos Capital Management
What technology does BTS Asset Management use?
Some of the popular technologies that BTS Asset Management uses are: JQuery 1.11.1, Proofpoint, Smarsh, Constant Contact
How do I contact BTS Asset Management?
BTS Asset Management contact info: Phone number: (781) 863-2545 Website: www.btsmanagement.com
What does BTS Asset Management do?

BTS Asset Management is an investment adviser focused on risk management and capital preservation, utilizing a tactical approach to navigate market cycles. The company offers a range of investment strategies, including Enhanced Equity Income Portfolio and Tactical Asset Allocation, aimed at providing downside risk management while pursuing long-ter... m growth. Their services are designed for investors seeking to optimize their portfolios amidst market uncertainties. Established in 1979, BTS emphasizes the importance of informed decision-making and emotional detachment in investment practices.Read More

What are BTS Asset Management social media links?
BTS Asset Management Linkedin page
Who invested in BTS Asset Management?
BTS Asset Management has 2 investors including PPP and PPP.
Is BTS Asset Management a public company?
BTS Asset Management is private company therefore does not currently have an official ticker symbol
See more information about BTS Asset Management

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