wiseradvisor

Bill Bowers
Bowers Capital Management

Tel: 812-951-0380
1908 Meadowood Drive
Georgetown, IN 47122

Straightforward Methods, Unwavering Discipline.


About Bowers Capital Management

Offers personalized financial planning, portfolio management, and investment advice for individuals.

Bowers Capital does not sell short-term performance.

Instead, I focus on:

(1) Achieving your financial goals,
(2) Efficient asset allocation,
(3) Keeping you from making common killer mistakes.

As your portfolio manager, I believe that investor behavior is the dominant determinant of real life returns. Through efficient risk-adjusted asset allocation, and by avoiding common killer mistakes, I believe your long-term real life returns will be significantly higher than most investors.

We offer straightforward methods, unwavering discipline, and trust.


General Information

Firm Start Year:   2002
Gender:   Male
Insurance License#:   I do NOT sell insurance or insurance products.
Name of Custodial Firm:   Schwab Institutional
States Licensed in:   IN, KY, CA, WI, AR, TN, MS, OK
Number of Years with Current Firm:   19
Work Experience:   Baird Kurtz & Dobson CPA, Merrill Lynch, Dean Witter, Hilliard Lyons, Bowers Capital Management (since 2002)
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Individuals, Education Funding and Planning, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Advice & Consulting, Estate Planning & Trusts


Services

Investment Types:   Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks
I can meet clients in the following ways:   At my office, Via Phone, Via Email, At your office, At your home


Firm Information

Firm's Number of Clients:   25
Firm's Number of Planning Clients:   25
Firm's Number of Managed Clients:   25
Assets Managed by Firm:   $12,500,000
Advisor's Number of Clients:   25
Advisor's Number of Managed Clients:   25
Advisor's Number of Planning Clients:   25
Assets Managed by Advisor:   $12,500,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $0
Flat Fee Rate:   Varies
Additional Details on Charges:   To avoid conflicts of interest, management fees make up 100% of my income. Since the quarterly management fee is based upon the value of your assets under management, we have a STRONG financial incentive to perform well for you. Financial planning is included at no extra charge. I am a fiduciary.
Minimum Fee Charged for Managed Accounts:   $1
Minimum Fee Charged for Hourly Planning Accounts:   $1


Education

Bachelor of Science - Accounting - Accounting  University of Arkansas & Arkansas State University - Fayetteville, Arkansas
1978-1982



Faqs

  • Do you have a customer satisfaction or refund policy? Management fees are refunded on a pro rata basis.
  • Why should I choose you as my financial advisor? Licensed RIA and Bachelors of Science degree in Accounting with 37 years in financial services; including public accounting, portfolio management, financial planning, and individual securities.
  • What are your qualifications? What is your education background? My philosophy that goal-based financial planning is the only rational approach to funding one's future.
  • How do you charge for your services? (1) Financial plans, including asset allocation plans (2) Portfolio management, and (3) Investment advice, including -- and most importantly --keeping you from making common killer mistakes.
  • How are you compensated? How will I pay for your services? I manage assets for 25 individuals. By design, I limit my practice to less than 40 investors.
see more

Bill Bowers

Bill Bowers

I am an INDEPENDENT registered investment advisor rep who manages investment portfolios/accounts. My average client has been with me over 20 years. About half of my clients are retired. The other half are planning for retirement through 401K accounts, 403B accounts, traditional IRA, Roth IRA, Trusts, and taxable accounts. I manage accounts for investors in Indiana, Kentucky, California, Wisconsin, Arkansas, Tennessee, Mississippi, Oklahoma; and can manage accounts in any state in the USA.

see more

My Services

Financial Advice & Consulting

Provides investment advice and manage investment accounts. I am an INDEPENDENT advisor representative.


Portfolio Management

I use time tested methods, including diversified quantitative stock models and individual stocks.


401K Rollovers

I manage IRA Rollovers from your 401K plans, 403B plans, and others.


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 12:00 PM

Communities Served

All States