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
Low Risk Strategy The Medium-Low Risk Strategy seeks long-term growth by investing in sector funds, stock funds and bond funds (asset allocation funds may also be held) with a neutral mix of 80% stocks and 20% bonds. Typically, the portfolio will hold six Select funds and two or three domestic funds that hold stocks, bonds, or a blend of both. Alternatives (such as high-yield bond funds, foreign bond funds, or real estate income funds) may also be held if valuations are deemed compelling. Foreign exposure usually ranges from 0-15%.

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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