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

Medium-High Risk Strategy
Tax-Efficient Growth Strategy The Medium-High Risk Strategy seeks long-term growth by investing approximately 60% of assets in domestic sector funds (typically Fidelity Select Portfolios), and 40% in diversified stock funds. Usually it will hold six sector funds and two or three diversified stock funds. The diversified stock fund holdings are normally domestic growth funds from Fidelity’s lineup, but if foreign valuations are attractive the portfolio may invest in an international fund – usually for 5-15% of the total portfolio.

The domestic sector portion of the portfolio attempts to invest in industry groups that are in the process of being recognized for their long-term potential. The diversified portion of the portfolio attempts to invest in attractively positioned non-sector stock funds, both domestic and foreign. An effort is also made to pick diversified funds that complement the sector side of the portfolio, with a goal of reducing overall volatility.  

Number of Funds Held: 7 - 10
Relative Volatility: 0.90 - 1.30

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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