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MFWire: BTS Bond Asset Allocation Fund
MUTUAL FUND FAMILY PROFILES [BETA]
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BTS Asset Management Inc
420 Bedford Street
Suite 340
Lexington, MA  02420
Google Maps

Contact
Main Phone: 800-343-3040
Web Site: http://www.btsfunds.com/

Mutual Fund Brand(s)
BTS Bond Asset Allocation Fund

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Founded in 1979 as a "third party" money manager, BTS Asset Management opened the BTS Bond Asset Allocation Fund on January 4, 2010. The mutual fund is its first.

    BTS Bond Asset Allocation is a tactical allocation fund.

    Isaac Braley currently serves as president of BTS.
    Sponsored Opportunities



    Key People:
    Story Archive for BTS Asset Management Inc
    Published On Story Headline Publication
    2/27/2019 Bond's ETF Startup Takes the Lead MFWire.com
    8/16/2018 A British Firm Brings In $221MM On This Side of the Pond MFWire.com
    7/16/2018 A Year-Old ETF Shop Rocks June MFWire.com
    9/21/2015 Six Distro Tips From Small Fund Firms MFWire.com
    9/20/2013 Rekenthaler is Skeptical of Non-Traditional Bond Funds MFWire.com
    3/8/2013 Stork and Reaper for the Week of March 4, 2013 MFWire.com
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    1. IDC Foundations for Fund Directors, Mar 1-2
    2. MFDF webinar - Board Oversight of ETFs, March 3
    3. FinReg Outlook 2021, March 10
    4. MFDF Director Discussion Series - Open Forum via Zoom (Midwest), March 10
    5. Irish Funds North American Digital Seminar, March 11
    6. MFDF webinar - Municipal and Taxable Fixed Income — A Multi-Speed Recovery, March 12
    7. 2021 Virtual Mutual Funds and Investment Management Conference, Mar 15-19
    8. SEC & DOL Standard of Conduct Rulemakings — Present & Future Considerations, March 23
    9. MFDF Director Discussion Series - Open Forum via Zoom, March 24
    10. ETFGI Global ETFs Insights Summit - ESG & Active ETF Trends, Mar 24-25
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    12. MFDF Director Discussion Series - Open Forum via Zoom, April 7
    13. MFDF In Focus: Board Oversight of Sub-advisers, April 15
    14. ETF.com Awards 2020, April 20
    15. The 31st Sub-Advised Funds Forum, Apr 20-21
    16. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
    17. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
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    24. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
    25. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
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