Investment Models


    Equity Income

    Equity Income OBJECTIVES The BWFA Income model seeks moderate appreciation of capital as well as above-average current dividend income by using conservative equity investments paying dividends. This model is designed to suit investors who seek both capital appreciation and current… Read More



    Capital Appreciation

    Capital Appreciation OBJECTIVES The BWFA Capital Appreciation model seeks long-term appreciation of capital with a modest level of current income. Clients who choose this model should expect significant fluctuation in portfolio value. This model is designed to suit investors who are… Read More



    Conservative Growth

    Conservative Growth OBJECTIVES The BWFA Conservative Growth model seeks capital appreciation with slightly less fluctuation in value than the overall equity market. It also seeks a moderate level of current income. This is the investment model that is chosen most… Read More



    Growth and Income

    Growth and Income OBJECTIVES The BWFA Growth and Income model seeks moderate growth using conservative equity investments with strong dividends. Returns from investments provide both income for current consumption and a level of “downside” protection in a declining market. The… Read More



    Income and Growth

    Income and Growth OBJECTIVES The BWFA Income and Growth model emphasizes income needs over growth. Returns from investments provide both income for current consumption and a level of “downside” protection in a declining market. This model is designed to suit… Read More