Bowen Asset Management, LLC, is a Fee-Only Registered Investment Adviser and wealth management firm totally dedicated to independent financial advice on behalf of our clients and their families. After 20 years of investment experience Zack and Linda Bowen founded Bowen Asset Management LLC with the idea that an institutional quality research investment process and analysis can be brought to the re
tail investor at a reasonable price. There is no reason why the investment process should not be simple, straightforward, honest and transparent and truly made in the best interest of the underlying client. We believe in an open investment platform and have not tied ourselves exclusively to any one product line or custodian. We believe that the fee-only financial consulting relationships will produce better outcomes for our clients than commission compensated salespeople. We believe a customized educational process and level of service for clients will produce the best end result for our clients. WHY US
Our business is founded on honesty, integrity and transparency. We always put the clients interest above all else. We deliver investment advice and financial consulting services through an agnostic investment platform dedicated to the interest of our clients. Our fee structure is transparent to our clients. We do not accept fees from our referral networks or incentives fees from our investment products. Bowen Asset Management LLC offers comprehensive wealth management and investment adviser services, including portfolio monitoring and evaluation services, financial and investment planning, retirement planning and consulting services for individuals, families and businesses. In addition to traditional asset management services, we work with our clients on specific diverse projects such as consulting with them on valuation and sale of real estate to the creation of trust accounts for challenged children. HOW
We assess each client’s overall financial status and identify each client’s long-and short-term investment goals, risk tolerance, and suitability for certain investments. A long term financial projection may be created for clients which may include multigenerational financial planning goals and charitable legacy goals and family control transition and financial goals. The projection incorporates income, expenses, and asset growth under various economic conditions and market environments as well as the needs of the individuals, their families and any related economic groupings. Various investment returns based on historical data are incorporated into the analysis to determine the probability of success or failure for the client’s financial situation. A portfolio recommendation is then based on the asset allocation that delivers the highest probability of a successful outcome given the client’s risk tolerance. From this information we construct an asset allocation plan suitable for each client’s needs. Clients may place reasonable restrictions on investing in certain securities or types of securities. We meet at least quarterly with each client to discuss portfolio performance details. OUTSIDE EXPERTISE
In addition, there may arise a need for additional expertise outside our organization. Our agnostic platform allows us to recommend services of other unaffiliated third-party professionals, i.e. estate planning lawyers, independent accountants, and corporate attorneys as the client situation prescribes. These professionals will include but not be limited to lawyers, accountants, real estate professionals, auction houses and providers of other services related to the purchase and sale of assets or advice in areas where we determine that we do not have sufficient in-house expertise. For Bowen Asset Management, our relationship with this network will be transparent with respect to our clients and shall not include revenue sharing arrangements or hidden fee sharing for services. We may however, at our discretion, and in agreement with the client and fully disclosed to the client, charge an hourly rate to orchestrate these services on behalf of our clients.
