Built on integrity and expertise, The Bowles Financial Group brings together the investment and estate planning acumen of a team with nearly 100 years of combined experience in the financial industry. Our goal is to provide clear, cost effective strategies to help you reach and maintain financial independence.
We invest with the singular mandate of achieving our clients long-term objectives while controlling risk.
Proper strategic asset allocation forms the cornerstone of our investment process for each client portfolio. We focus on five core asset classes and select from some or all of the following when customizing a portfolio: domestic equity, global equity, fixed income and cash, absolute return assets, and real estate/infrastructure assets. Each client portfolio is carefully constructed to match their objectives.
This customized asset mix is carefully monitored and rebalanced on a regular basis to ensure strict adherence to strategic mix target. We maintain discipline in our investment process and believe strongly in generating regular tax efficient portfolio income to enhance returns.
The Bowles Financial group works directly with accountants, lawyers and other professionals to provide clients with a streamlined investment experience. Through execution of various strategies, our goal is to assist investors in preserving, managing and enhancing their wealth.
