Managed Risk Investing

Your serious money, our serious management.

Bills Asset Management

Bills Asset Management (BAM) believes that investment portfolios should be actively managed. It’s easy to make money in good markets but what an investor does in a bad market will determine their long-time investing success. While the large majority of advisors and individual investors subscribe to a buy and hold approach to investing that leaves their portfolio subject to the whims of the market, there is a better way. In fact, a much better way!

Invest Wisely

Since 1992, BAM has harnessed the power of managing market risk by adhering to our principles of active/dynamic tactical investing and capital preservation. Simply put, we strive to capture 75% of an up market and avoid 75% of a downmarket. Since our founding, we have been largely successful in meeting our goal and satisfying our client’s desires for market like returns while limiting portfolio volatility. Managing the risks inherent in the financial markets is a hallmark of our firm and having our clients sleep well at night (regardless of market conditions) 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.

We invite you to explore our website and get to know us.  Make sure you also sign up for our FREE newsletter and blog below.  We appreciate your interest in Bills Asset Management and look forward to working with you to achieve your financial planning and investment goals.

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BAM Market Note

Published every Friday and provides insightful and timely market commentary as well as an update of our current market positioning.  Please visit our newsletter archives here and enter your email address below to have copies delivered to you by email.

IMPORTANT CONSUMER DISCLOSURE
Bills Asset Management (BAM) is an SEC registered investment adviser located in Franklin, Tennessee.  BAM and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which BAM maintains clients. BAM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. BAMs web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of BAMs web site on the Internet should not be construed by any consumer and/or prospective client as BAMs solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by BAM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BAM, please contact the SEC or the state securities regulators for those states in which BAM maintains a notice filing.  A copy of BAMs current written disclosure statement discussing BAMs business operations, services, and fees is available from BAM upon written request. BAM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BAMs web site or incorporated herein, and takes no responsibility therefor.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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