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 Medium Low Risk Strategy
Low Risk Strategy The Non-Sector Medium Low Risk Strategy seeks long-term growth by investing in diversified stock funds and bond funds, with a target mix of 70% stock and 30% bond. Typically it will hold 3-6 domestic stock funds, representing roughly 300-400 unique stock positions. Foreign exposure will usually range between 5-20%. 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 does not try to outperform the S&P 500, but it does aim to keep significantly ahead of inflation over the long run, while keeping overall volatility below that of the S&P 500.

During bearish market conditions the portfolio may increase its weighting in bond / asset allocation funds, but such defensive measures are not expected to be routine. We believe a stable allocation generates a higher long-term return than trying to boost stock exposure during bullish periods, or reduce it during a bear market.  

Number of Funds Held: 3 - 6
Relative Volatility: 0.60 - 1.00

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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