Its Asset Management, L.P.

ITS Asset Management and PTS Asset Management offer several preset investment strategies designed to participate during rising markets and preserve capital during declining markets. ITS Asset Management provides strategies such as Dynamic, Global Premier, and Income Plus, using mutual funds and exchange-traded funds. PTS Asset Management offers Conservative, Moderate, Growth, and Allocation Plus models, investing in domestic equities, international equities, bonds, and money market funds. The firms operate primarily through institutional brokerage platforms on a discretionary basis, meaning they make trading decisions according to each preset program without seeking prior client consent for individual trades. Services are delivered through third-party financial professionals or solicitors who introduce clients to the firms. The portfolios are model-based and not customized to individual client needs or risk tolerances beyond selecting the appropriate preset program. Investment management fees are charged as a percentage of assets under management. The firms do not provide comprehensive financial planning services.