Bowen Wealth

Bowen Wealth provides discretionary portfolio management and financial advisory services to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each client to document goals, risk tolerance and time horizon. The firm reports managing roughly 302 client relationships and also offers insurance products through the principal’s separate activities as a licensed insurance agent.

The firm follows a long‑term trading approach and uses a mix of charting, fundamental, quantitative and technical analysis to construct portfolios that may include mutual funds, fixed income, REITs, ETFs (including precious‑metals ETFs), private equity, venture capital, commodities and annuities. Bowen Wealth generally exercises discretionary authority, conducts ongoing portfolio monitoring, may select third‑party advisers after due diligence, and requires clients to custody assets at Fidelity with monthly reporting provided.

Bowen Wealth operates as a solo practitioner with an atypically high client‑per‑advisor ratio (more than 300 clients for a single advisor) and manages approximately $86 million in client assets, a structure that differs from many similarly supported firms. The principal’s role as an independent insurance agent and the firm’s acceptance of custodial research/soft‑dollar benefits are disclosed potential sources of conflicts of interest that the firm says it intends to manage.