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ITS offers investors a choice of four management styles or "disciplines" in order to meet a variety of investment goals and risk metrics. In some cases, two or more of these disciplines may be strategically paired offering even greater customization for an investor's portfolio.

Every ITS portfolio features Disciplined Active Portfolio Management or "DAPM". DAPM portfolios are comprised of model framework that defines the portfolio's parameters and establishes a backbone for discipline.

The DAPM framework consists of the allowable investment types, the asset allocation range, the number of positions held, and the frequency of transactions.

Additionally, our portfolios benefit from our more than 35 years of experience in investment research and asset management.

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ITS offers four distinct portfolio disciplines ...