ITS was founded in Pittsburgh, Pennsylvania in 1970 and has been operating as an SEC Registered Investment Advisor since 1971. The firm began as a timer of mutual fund accounts, working with independent financial advisors and their clients to move to cash in an effort to minimize losses in downturns. ITS later evolved to managing multi-fund and multi-class strategies, as the quantity and quality of mutual fund choices began to grow.
Today, ITS offers a comprehensive line-up of fully turn-key actively managed asset allocation strategies covering a broad range of investment classes. Our managed strategies are available at a number of custodial and strategist platforms. We manage a wide range of accounts, from brokerage-style accounts for individuals, joint tenants, trusts, entities, and other associations, to tax-advantaged accounts like IRA's, Rollovers, ERISA plans, and Variable Annuities.
As we move toward the future, ITS is focused on going beyond typical Third-Party Money Manager and TAMP use-case scenarios, as we seek to become a fully integrated component in next-generation portfolio construction processes. We are working in full support of the universal fiduciary movement, as we seek to help financial advisors, financial planners, and other financial professionals deliver more sustainable solutions for investors of all kinds.