Our Management Team
Mark Biller
Senior Portfolio Manager
As senior portfolio manager, Mr. Biller has ultimate decision-making authority regarding all portfolio decisions and trading practices of the Sound Mind Investing Funds. His duties involve researching and selecting the underlying funds in which the Funds' invest, upgrading the Funds' investments in underlying funds and determining the overall allocation among style categories. In addition to his duties at the advisor, Mr. Biller is the executive editor of the Sound Mind Investing newsletter and online business. Mr. Biller's writings on a broad range of financial and investment topics have been featured in a variety of national print and electronic media, and he has also appeared as a financial commentator for various national and local radio programs. The Sound Mind Investing newsletter was first published in 1990 and currently has over 11,000 subscribers. Since it was first published 15 years ago, the newsletter has provided recommendations to tens of thousands of subscribers using a variety of investment strategies, including the Enhanced Stock Upgrading strategy that is used by the Funds. Mr. Biller earned his B.S. in Finance from Oral Roberts University.
Eric Collier, CFA
Portfolio Manager
Mr. Collier's duties involve researching and selecting the Funds' investments, determining overall allocation among style categories, and trading, subject to the ultimate decision-making authority of the senior portfolio manager. Mr. Collier is a co-founder of Omnium Capital, LLC, which owns Omnium Investment Company, which is an owner of SMI Advisory Services, LLC. Prior to co-founding Omnium Capital in 2001, Mr. Collier worked at Oxford Group, Ltd, a fee-only financial services firm. At Oxford Group, Mr. Collier provided investment advice to several high net-worth individuals concentrating on investment and financial planning strategies. Prior to joining Oxford Group, Mr. Collier was an investment analyst and registered investment advisor representative for Webb Financial Advisors, an investment advisory firm, where he was responsible for due diligence and manager selection on large capitalized growth and value securities, small capitalized growth and value securities, international capitalized securities, and fixed income securities. Mr. Collier graduated from Indiana University with a B.S. in Finance. He also studied at the University of Maastricht in the Netherlands in the International Business Program. He is a Chartered Financial Analyst ("CFA") charter holder, and he is a member of the CFA Institute (formerly the Association for Investment Management and Research ("AIMR")) and of the Investment Management Association of Indianapolis.
Anthony Ayers, CFA
Portfolio Manager
Mr. Ayers' duties include researching and selecting the Funds' investments, determining overall allocation among style categories, and trading, subject to the ultimate decision-making authority of the senior portfolio manager. Mr. Ayers is a co-founder of Omnium Capital, LLC, which owns Omnium Investment Company, which is an owner of SMI Advisory Services, LLC. Mr. Ayers helped develop the advisor's risk management procedures and a proprietary daily risk management reporting system. Prior to co-founding Omnium Capital in 2001, Mr. Ayers was an Investment Analyst at Oxford Group, Ltd., where he was responsible for performing manager searches and due diligence on various mutual fund portfolio managers specializing in large capitalized growth and value securities, small capitalized growth and value securities, international capitalized securities, and fixed income securities. Prior to joining Oxford Group, Mr. Ayers was a Senior Investment Representative for Charles Schwab, where he assisted high net-worth clients with developing and trading complex option strategies, hedging concentrated portfolios, constructing diversified investment portfolios, risk management, and making individual stock and mutual fund recommendations. Mr. Ayers graduated from Indiana University with a B.S. in Finance, and he is a CFA charter holder.
Fred Beerwart
Chief Compliance Officer
Mr. Beerwart has served as the Chief Compliance Officer for SMI Advisory Services since its inception in 2005. His duties include overseeing and administering the firm’s compliance programs. Mr. Beerwart is a co-owner of Omnium Capital, LLC, which owns Omnium Investment Company, which is an owner of SMI Advisory Services, LLC. Prior to joining Omnium Capital in 2003, Mr. Beerwart founded Progressive Packaging, Inc. which is a specialty plastics firm. Prior to founding Progressive Packaging, Inc, Mr. Beerwart was the Technical Director for United Films Corporation. Mr. Beerwart also co-founded WalkSoftware, LLC, a software firm. Mr. Beerwart graduated from Rose-Hulman Institute of Technology with a B.S. in Chemical Engineering.
