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The investment seeks to provide total return. The fund normally invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) in fixed income instruments. The fund's adviser defines fixed income instruments to include fixed income securities, derivatives based on fixed income securities, other investment companies that invest primarily in fixed income securities and preferred stocks. The fund's adviser seeks to achieve the Portfolio's investment objective by investing in a diversified portfolio of fixed income securities without restriction as to maturity, credit quality, type of issuer, country or currency.
Name | Title | Since | Until |
---|---|---|---|
Vilis Pasts | Founder | 2013 | Now |
Biography | Vilis Pasts (born 1944) is the Chairman of the Board of Directors and the Director of Research for the BTS Asset Management, Inc. Mr. Pasts is a graduate of Babson College of Business. After college, he was employed as a Securities Analyst for Spear & Staff, where he worked directly with the President and Founder, Mr. Spear. From 1966 to 1970, Mr. Pasts was an account executive with Connecticut General Life, where he received the Award of Merit, The Vice President's Club and President's Club awards. In 1967, he became a registered representative. From 1970 to 1978, he held various positions with several brokerage firms, including registered principal since 1972. In March 1979, he founded BTS. Mr. Pasts also founded BTS Securities Corporation ("BTSC") in 1981. BTSC is a registered broker/dealer with the SEC and a member of FINRA. | ||
Matthew Pasts | Portfolio manager | 2013 | Now |
Biography | Mr. Matthew Pasts has served as a portfolio manager to the BTS Asset Management, Inc. since 1996 and as a co-portfolio manager for the Portfolio since its inception. He is also its Chief Executive Officer, Treasurer and Director. He is a graduate of Babson College, holding a B.S.B.A. degree with a concentration in finance. He is a member of the Market Technicians Association (MTA) and holds its Chartered Market Technician (CMT) designation. Additionally, he also serves as President, Treasurer and Registered Principal of BTS Securities Corporation, a registered broker-dealer and affiliate of the Adviser. | ||
Isaac Braley | President | 2013 | Now |
Biography | Mr. Braley joined BTS Asset Management, Inc. in 1999, starting as a wholesaler and working up through the organization to President. Mr. Braley has served as a significant contributor to portfolio analysis and creation. Along with his experience in portfolio design and strategy, Mr. Braley is head of distribution for the organization. He actively attends industry investment and research conferences speaking on topics regarding portfolio design and behavioral finance. He has a B.S. in Business Management from Keene State College and a M.S. in Financial Planning from the College of Financial Planning. Mr. Braley is a registered representative of BTS Securities Corporation and holds the Series 6, 63, and 65 licenses. |
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