PTS Asset Management Email Format
Financial ServicesConnecticut, United States11-50 Employees
PTS Asset Management, based in North Haven, Connecticut, is a smaller SEC-registered investment advisor established in 1990 that serves high net worth individuals, families, institutions, and non-profit organizations. The firm concentrates on reducing investment risk and blends asset allocation with proactive asset management to help clients navigate both rising and declining markets. The founding partners bring nearly 80 years of combined investment experience. In the financial services industry, the firm pursues a dual mission to generate returns in rising markets while preserving capital in downturns for its diverse client base.