Investment Models

    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 may experience 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 market. It also seeks a moderate level of current income. INVESTMENT DETAILS This model includes investments in various classes of… Read More

    Growth and Income

    Growth and Income OBJECTIVES The BWFA Growth and Income model seeks moderate growth using conservative investments, many of which may have strong dividends. Returns from investments provide both income for current consumption and a level of “downside” protection in a… Read More