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 Risk Strategy
Medium Risk Strategy The Medium Risk Strategy seeks long-term growth by investing approximately 45% of assets in domestic sector funds (typically Fidelity Select Portfolios), and 55% in diversified stock funds. Usually it will hold six different 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.

Alternative holdings, such as high-yield bond funds or real estate funds, may be used for a portion of the portfolio if valuations are deemed compelling.

During bearish market conditions the portfolio may become more defensive, but money market funds and investment-grade bond funds are not usually held.  

Number of Funds Held: 7 - 10
Relative Volatility: 0.80 - 1.20

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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