About Us: Our Philosophy Bills Asset Management is a partnership of Sam C. Bills and Sam C. (Bo) Bills, Jr. The firm was established in 1992 upon the principles of safety and return. Safety Our primary goal is safety of principal. Making money during good times is important, but it is equally important to protect the assets during bad times. Our trading rules are designed to help us avoid high-risk periods and only invest when we have a positive expectancy of making money. We do not attempt to trade on short-term fluctuations, but we do expect to miss most of every major down move, and capture most of every major up move in the markets. This type of active management allows Bills Asset Management clients to achieve a reasonable rate of return on their money without being subjected to excessive risk. “…to achieve a reasonable rate of return on their money without…excessive risk.” Return To enhance return, Bills Asset Management only invests in mutual funds that are market leaders based on their return, momentum, and relative strength. Rather than buying a fund based on it’s three, five, or ten-year performance, our dynamic ranking system allows us to identify the funds that have intermediate term strength. If the invested position begins to under perform, or another fund advances significantly ahead of it in the ranking, we “trade-up” to the better performing fund. Simply put, we want to keep our clients in the right funds at the right time, and by so doing; we can enhance investment returns over time. The basic philosophy of the company is to: Preserve Capital Invest in the leading funds Invest when the odds are in your favor As funds lose favor move to better funds Sell funds when the risk is too high Provide personalized portfolio management We are dedicated to helping our clients achieve their financial goals with limited risk in investing. If you are new to investing, we want to help you learn more. If you are an experienced investor and wish to spend more time doing other things, we can review your investments with you. Contact our office at (865) 525-1329 in Knoxville or (615) 371-5928 in Nashville if you wish to meet with us to discuss your investment needs.