Investment Strategies

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

Conservative Growth OBJECTIVES The BWFA Conservative Growth strategy 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 strategy includes investments in various classes of… Read More

Growth & Income OBJECTIVES The BWFA Growth & Income strategy 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