A complete list of active advisors currently associated with Bills Asset Management

Warmer can help you find a great advisor at Bills Asset Management or one who fits your needs even better.

Bills Asset Management is a small partnership-style advisory firm that manages roughly $63 million for about 193 clients, serving individuals, business entities, trusts, estates and charitable organizations. The firm provides discretionary portfolio management as its core service and also offers non-discretionary management or allocation recommendations for variable life/annuity products and employer-sponsored retirement plans. The firm implements proprietary asset-allocation programs (labeled Conservative, Moderate and Aggressive) and uses a mix of fundamental, technical and charting analysis to manage accounts. Investment strategies include long- and short-term purchases and, where authorized by clients, short sales and margin usage; the firm may also recommend pooled vehicles that provide indirect exposure to cryptocurrencies, with opt-out available to clients. Compared with many peers, the firm’s principals are licensed life insurance producers and may recommend insurance products for which commissions could be received, a relationship the brochure discloses as a potential conflict of interest. The team also includes credentialed planners and a licensed CPA, maintains a trade-error reimbursement policy that offsets losses but does not credit gains back to accounts, and operates its programs to comply with Rule 3a‑4 for separately managed mutual fund/ETF allocation accounts.

To learn more about the advisors currently working at Bills Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.