Bowers Capital Management

Overview

Bowers Capital Management operates as a sole proprietorship focused on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of AUM and serves a client base made up primarily of individuals and families. Its stated investment preference is equities, with a clear emphasis on exchange-traded instruments as the primary vehicle for client exposures. The adviser does not position itself as an ESG-focused investor and is not structured as a multi-state adviser or a capital allocator; instead it relies on external managers for certain alternative exposures. Investment activity centers on liquid public market exposures supplemented by allocations to third-party hedge fund and real estate strategies. That mix suggests a tilt toward straightforward equity beta plus selective use of alternatives to smooth returns or provide income and diversification for client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices