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 With Growth Strategy
Income With Growth Strategy The Income With Growth Strategy seeks to outperform inflation in a low-volatility mix of stock and income funds. Foreign exposure (both stock and bond) will usually be less than 30% of total assets.

The income side of the portfolio focuses mainly on domestic investment-grade debt, but may include some high-yield debt (both domestic and foreign), emerging market debt, real estate debt, or inflation-protected bonds. The stock side typically maintains a balanced mix of domestic large-cap stocks, but may include some smaller stocks, foreign stocks, convertibles, real estate stocks, or commodities.

During bearish bond market conditions, the portfolio may reduce its stock exposure or place a significant portion of its bond holdings in short-term funds.  

Number of Funds Held: 4 - 8
Relative Volatility: 0.30 - 0.50

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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