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-Low Risk Strategy
Medium Low Risk Strategy The Medium-Low Risk Strategy seeks long-term growth by investing in a combination of sector funds, stock funds, and bond funds (balanced or asset allocation funds may also be held). It aims for a neutral mix of 70% stock and 30% bond. Usually the portfolio will hold six different Fidelity Select funds, and two or three domestic funds that hold stocks, bonds or a blend of stocks and bonds. Foreign exposure will typically range between 0-15%. The portfolio will usually have several hundred unique underlying stock positions, and more than 1,000 unique underlying bond positions. Under certain market conditions, we may include a foreign funds.

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. Such sectors are identified through the study of long-term trends, valuation levels and other fundamentals. During bearish market 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: 0.60 - 1.00

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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