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 Low Risk Strategy
Non-Sector Low Risk Strategy The Non-Sector Low Risk Strategy seeks long-term growth by investing in diversified stock funds, asset allocation funds and income funds with a neutral mix of 55% in stocks and 45% in bonds (Asset Allocation funds hold some stocks). Foreign exposure usually ranges from 0-15%.

The portfolio aims for growth with a low level of risk, while keeping ahead of inflation over the long run. We look for funds that are overweighted in industry groups that offer strong long-term potential, while avoiding funds that carry heavy exposure to industries that may carry more risk than usual.

Number of Funds Held: 3 - 6
Relative Volatility: 0.50 - 0.70

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.

 
Legal Information   |   Privacy Policy