A complete list of active advisors currently associated with Its Asset Management, L.P.

Warmer can help you find a great advisor at Its Asset Management, L.P. or one who fits your needs even better.

ITS Asset Management, L.P. provides model-based portfolio management primarily to individual investors (including high-net-worth and non-HNW clients) and to various institutional retirement accounts such as 401(k), pension, and profit-sharing plans. The firm offers managed strategies built from mutual funds and ETFs and charges advisory fees based on assets under management. Investment decisions are driven by a Disciplined Active Portfolio Management (DAPM) process that combines monthly reallocation, proprietary research, and both technical and fundamental analysis across preset program frameworks (Dynamic Conservative/Moderate/Growth, Global Premier, and Income Plus). Portfolios emphasize asset- and sector-selection within defined allocation ranges and can include active sector rotation, ETF exposure (including commodity-backed ETFs), and an optional satellite equity sleeve in income-focused strategies. This firm’s profile is notable for its longevity and structure—ITS traces to 1970 and operates together with PTS as DBAs under a common owner—and for its operational model: roughly $298 million in AUM is managed by two advisors across about 586 client accounts, resulting in an unusually high client load per advisor. ITS also relies heavily on third‑party solicitors and discloses ongoing solicitor/endorsement arrangements to clients, and it accepts retirement-plan and other institutional clients (including state or municipal entities), a mix that is uncommon among similarly supported firms.

To learn more about the advisors currently working at Its Asset Management, L.P., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.