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

Non-Sector High Risk Strategy
Non-Sector High Risk Strategy The Non-Sector High Risk Strategy seeks long-term growth by investing in diversified stock funds. Typically it will hold 3-6 domestic stock funds, representing roughly 300-400 unique stock positions. Foreign exposure will usually range between 10-30%. Funds from alternative asset classes – such as foreign stocks, high-yield bonds, or real estate – may be held if we believe their potential performance rivals that of domestic stock funds.

The portfolio normally chooses broadly diversified stock funds, with each fund providing a degree of balance through industry group weighting differences, stylebox variation, or
foreign exposure. Other factors considered include risk-adjusted performance, overall
volatility, cash/bond level, expense ratio, and manager history. During bearish market
conditions the portfolio may invest some of its holdings in asset allocation funds that blend stocks and bonds, but such defensive measures are not expected to be routine.  

Number of Funds Held: 3 - 6
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.

CRS   |   Legal Information   |   Privacy Policy