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 Sector Strategy
Tax-Efficient Sector Strategy The Tax-Efficient Sector Strategy seeks long-term growth by normally investing 100% in funds from Fidelity’s Select family. It will usually hold a combination of 5-10 sector funds, with a typical weighting range of 10-30% for each position. We attempt to invest in industry groups that may benefit from long-term changes in the economy, and in areas that benefit most from Fidelity research. Such sectors are identified through the study of long-term trends, valuation levels, other fundamentals, and by comparing fund performance and risk to underlying benchmarks.

To achieve a higher level of tax efficiency, we attempt to hold profitable positions long enough to qualify for long-term capital gains treatment. Less often, we 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.  

Number of Funds Held: 5 - 10
Relative Volatility: 1.00 - 1.40

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