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 should expect significant fluctuation in portfolio value. This model is designed to suit investors who… 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