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William F

Series 63

The Villages, FL

Bts Asset Management, Inc.

William Fassbender is a financial advisor at BTS Asset Management, Inc. with 41 years of industry experience. He holds a Series 63 designation and has worked with BTS Securities Corporation since 2004 and The Sunderland Group since 1996. Fassbender has been involved with BTS Asset Management and his own practice since 1984. BTS Asset Management is a privately held, SEC-registered investment adviser that provides discretionary portfolio management for individuals, including high-net-worth clients, and serves as an investment manager to registered investment companies. The firm employs proprietary quantitative, fundamental, and technical analysis to generate tactical buy/sell signals and manages a range of portfolios including strategic, multi-strategy, and enhanced equity income options.

Active portfolio management Concentrated stock management Passive / index investing
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