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% stock and 45% bond. Typically it will hold 3-6 domestic funds, representing several hundred unique stock positions, and more than 1,000 unique bond positions. Foreign exposure will usually range between 0-15%. The diversified stock fund choices are normally from Fidelity’s retail lineup, but we may opt to hold a non-Fidelity fund if a particular stylebox is not well-served under the Fidelity umbrella. The portfolio aims to keep ahead of inflation over the long run.

During bearish conditions, the portfolio may increase its weighting in income or capital preservation funds, but such defensive measures are not expected to be routine.  

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.

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