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 often by BWFA clients.

INVESTMENT DETAILS:

This model includes investments in all classes of equities, along with a small portion in income-producing securities to provide a “downside cushion” in declining equity markets. The emphasis on growth in this model orients the portfolio to stocks of companies experiencing high earnings growth, strong revenue growth, and a sustainable competitive advantage. A portion of portfolio assets is allocated toward international equities and international bonds. The international investments we seek represent institutions outside the United States that meet our investment criteria.

MODEL ASSET ALLOCATION:

INVESTMENT STRATEGY:

Our aim is to create diversified client portfolios that earn favorable investment returns while controlling volatility and risk according to the parameters of each client’s chosen investment model. We work to achieve strong performance over multiple market cycles, relying on the application of a proven investment process. We adhere to an investment philosophy that values both vision and discipline. We do not believe that long-term goals can be met by chasing short-term results. Instead, we focus on the larger picture while remaining mindful of the current environment.