A Wide Range of Strategies

The investment strategy we implement for you will be designed around your objectives, resources, and risk tolerance. We offer a wide range of strategies ranging from pure income generation to aggressive growth with tax-efficient sectors.   

Income Non-Sector Low Risk Non-Sector Low Risk Non-Sector Low Risk Non-Sector Low Risk more
Medium Risk
Income With Growth Low Risk Low Risk Medium-Low Risk Medium-Low Risk Medium-High Risk Medium-High Risk Quantitative Sector Quantitative Sector
Aggressive G&I Aggressive G&I

Income Strategy
Income Strategy The Income Strategy seeks a high level of current income by investing in 3-6 bond funds, representing over 1000 unique bond positions. Stocks are not normally included, but under some market conditions, the portfolio may carry stock exposure of up to about 10%. Foreign exposure will generally range from 0%-15%. The portfolio aims for a low level of risk while keeping up with inflation over the long run. The portfolio normally blends government bond funds, investment grade bond funds, high income funds, and short-term funds, striving for a degree of balance through diversification of credit risk and interest-rate sensitivity. During bearish bond market conditions, the portfolio may place some or all of its holdings in money market funds.  
Number of Funds Held: 3 - 6
Relative Volatility: 0.00 - 0.40

Bowers Wealth Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Bowers Wealth Management, Inc. and its representatives are properly licensed. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Bowers Wealth Management, Inc., unless a client service agreement is in place.

 
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