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

Tax-Efficient Growth Strategy
Tax-Efficient Growth Strategy The Tax-Efficient Growth 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%.

To achieve a higher level of tax efficiency, the Tax-Efficient Growth Portfolio attempts to hold profitable positions long enough to qualify for long-term capital gains treatment. Less often, it may sell losing positions and move to a substitute sector if an opportunity exists to book a short-term loss with minimum risk of a wash sale. On occasion, the portfolio may still book short-term gains in an attempt to maximize after-tax performance, or if we expect offsetting short-term losses. The portfolio makes some effort to minimize the tax impact of capital gains distributions, but this is not a major focus because Fidelity funds tend to distribute most of their profits in the form of long-term capital gains.  

Number of Funds Held: 3 - 6
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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