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THE WILLIS GROUP, INC. The Willis Group, Inc. is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC) and is an Emerging Manager for institutional clients. The Willis Group utilizes Investor Based Fundamental Asset Allocation to design relevant portfolios that are based on Investor fundamentals. The Willis Group is Investment Advisor to the Giant 5 Total Index System (INDEX NASDAQ Ticker) and the Giant 5 Total Investment System (FIVEX NASDAQ Ticker), each a registered 1940 Act Mutual Fund. For more information visit www.TheWillisGroup.net, www.Giant5.com, or email info@TheWillisGroup.net. Our Culture We live in the heartland of America—the Rocky Mountains. We value common sense and believe that the best ideas are often logical and simple. We think people matter more than things, and we’d rather value someone by their word than by their bank statement. We appreciate that money has value but understand that it cannot buy happiness. We think it’s important to know who you are and why you are here. We recognize time as our most valuable asset and believe that when you do something right people will eventually notice. Bio: Michael G. Willis Michael G. Willis is president and lead portfolio manager of The Willis Group and Giant 5 Funds. Mr. Willis is the author and creator of Consumption-Based Fundamental Asset Allocation, a new generation of asset allocation methodologies built around Investor fundamentals. Mr. Willis believes that people save money for one primary purpose—to gain the capability to meet their future spending needs and desired quality of life. Michael Willis has a born ability to see through clutter to the heart of the matter. His clear vision gives him the ability to capture opportunities and provide direction to the people he leads. He uses his ability to innovate logical and simple solutions to complex problems. Michael’s passion for truth and freedom drives him to create innovative systems that have the potential to simplify and transform lives. Master of Business Administration, California Polytechnic University 1991 First Vice President - Investments, Smith Barney 1994-1999 Senior Vice President - Investments, Paine Webber 1999-2003 Senior Vice President - Investments, UBS Financial Services 2003-2004 President, The Willis Group 2004-Current President, Giant 5 Funds 2005-Current Lead Portfolio Manager, Giant 5 Funds 2006-Current

THE WILLIS GROUP, INC.
The Willis Group, Inc. is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC) and is an Emerging Manager for institutional clients. The Willis Group utilizes Investor Based Fundamental Asset Allocation to design relevant portfolios that are based on Investor fundamentals. The Willis Group is Investment Advisor to the Giant 5 Total Index System (INDEX NASDAQ Ticker) and the Giant 5 Total Investment System (FIVEX NASDAQ Ticker), each a registered 1940 Act Mutual Fund.
For more information visit www.TheWillisGroup.net, www.Giant5.com, or email info@TheWillisGroup.net.

Our Culture
We live in the heartland of America—the Rocky Mountains. We value common sense and believe that the best ideas are often logical and simple. We think people matter more than things, and we’d rather value someone by their word than by their bank statement. We appreciate that money has value but understand that it cannot buy happiness. We think it’s important to know who you are and why you are here. We recognize time as our most valuable asset and believe that when you do something right people will eventually notice.

Bio: Michael G. Willis
Michael G. Willis is president and lead portfolio manager of The Willis Group and Giant 5 Funds. Mr. Willis is the author and creator of Consumption-Based Fundamental Asset Allocation, a new generation of asset allocation methodologies built around Investor fundamentals. Mr. Willis believes that people save money for one primary purpose—to gain the capability to meet their future spending needs and desired quality of life. Michael Willis has a born ability to see through clutter to the heart of the matter. His clear vision gives him the ability to capture opportunities and provide direction to the people he leads. He uses his ability to innovate logical and simple solutions to complex problems. Michael’s passion for truth and freedom drives him to create innovative systems that have the potential to simplify and transform lives.

Master of Business Administration, California Polytechnic University 1991
First Vice President - Investments, Smith Barney 1994-1999
Senior Vice President - Investments, Paine Webber 1999-2003
Senior Vice President - Investments, UBS Financial Services 2003-2004
President, The Willis Group 2004-Current
President, Giant 5 Funds 2005-Current
Lead Portfolio Manager, Giant 5 Funds 2006-Current

Contact Us

If you have additional questions or would like to schedule a phone consultation, please contact us.

Send all requests to:
Portfolio Management Team
128 South Tejon, Suite 150
Colorado Springs, CO, 80903
(719) 884-7500
info@thewillisgroup.net

E-mail: info@thewillisgroup.net

You should consider investment objectives, risks, charges and expenses carefully before investing. Any performance data quoted here represents past performance and past performance is not a guarantee of future results. Investment return and principal value will fluctuate, so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance information quoted.