A complete list of active advisors currently associated with Bowers Capital Management

Warmer can help you find a great advisor at Bowers Capital Management or one who fits your needs even better.

Bowers Capital Management serves individual investors and certain trusts, estates, and charitable organizations, offering discretionary asset management, ongoing investment advice, and limited financial planning. The firm charges asset-based management fees and tailors its services to clients’ financial goals, needs, and circumstances. The firm uses a repeatable, rules-based investment process that includes quantitative multi-factor models (typically groups of 10–50 stocks held in roughly equal dollar amounts and rebalanced on about a 12‑month cycle), supplemented by fundamental, technical, and charting analysis. It may employ margin and options strategies — including options writing and shorter-term trades — and emphasizes long-term, unemotional decision‑making and diversified asset allocation over timing individual securities. Distinctive for a solo adviser with roughly $16.7 million in assets under management and 22 clients, the firm pairs systematic stock-selection models and active options use with a small-client practice and occasionally provides very limited written financial plans at no charge. The firm does not accept third‑party compensation, does not custody client assets, reviews accounts daily, and limits its own discretionary authority (for example, it does not withdraw client funds).

To learn more about the advisors currently working at Bowers Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.