OUR FOUNDING PHILOSOPHY:
Capital Preservation First, Capital Growth Next.

Why is it so important to choose a money manager whose investment strategies are grounded in a safety-first approach?

The answer is simple. As an investor you MUST stay-the-course to be successful. While returns on stocks and bonds have been very rewarding over the better part of the last century, the majority of investors have not been successful at growing their wealth in the stock and bond markets.

As reported in a 2003 Study from DALBAR, Inc., a Boston based research firm:

"The average equity investor earned a paltry 2.57% annually: compared to inflation of 3.14% and the 12.22% that the S&P 500 index earned annually for the last 19 years."

"The average fixed income investor earned 4.24% annually; compared to the U.S. long-term government bond index at 11.70%."

Now you've seen the results, and maybe you're wondering why investors have done so poorly in achieving returns in-line with two of the most popular benchmarks. Well, we believe the answer stems from one main issue: emotion.

At ITS, we have understood this investor phenomenon since opening our doors in 1970. By instilling our safety-first philosophy into each one of our disciplined investment strategies we can help smooth out the "roller coaster ride"--which helps you have a better chance of staying-the-course, reap the benefits of market returns in your portfolio, and ultimately achieve your lifetime goals and dreams.