During these troubled times, you want an adviser that constantly monitors your portfolio and makes changes as the market dictates. Many advisers take a buy and hold approach that leaves your portfolio suspect to the whims of the market. At Bills Asset Management we take a more tactical approach. Our goal is to capture 75% of an up market and avoid 75% of a down market. In our more than 20 year existence, we have been largely successful in meeting our goals and satisfying our clients desires for returns while limiting volatility. Managing the risks inherent in the markets is a hallmark of our firm. Having our clients sleep well at night is the greatest compliment we could get.
Our clients include individuals, associations, corporations, pension and profit sharing plans, trust accounts and individual 401k and 403b accounts. We are a fee only investment adviser investing primarily in no-load mutual funds.
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