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

Low Risk Strategy
Low Risk Strategy The Low Risk Strategy seeks long-term growth by investing in diversified stock and bond funds, asset allocation funds and sector funds with a neutral mix of 55% in stocks and 45% in bonds. Typically, the portfolio will include six Select funds along with two or three domestic funds that hold stocks, bonds or a blend of both. Foreign exposure usually ranges from 0-15%.

The portfolio aims for growth with a low level of risk, while keeping ahead of inflation over the long run. The bond portion of the portfolio may include bond funds, conservative asset allocation funds, real estate income funds or capital preservation funds.

During bearish conditions, the portfolio may become more defensive by increasing its bond weighting, but money market funds are not normally held.  

Number of Funds Held: 7 - 10
Relative Volatility: 0.50 - 0.70

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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