We are a registered investment advisor specializing in separately managed U.S. Equity portfolios. Our predecessor firm, Bowling Portfolio Management, provided investment management services to investors from 1982 - 2020. At that time, we joined CI Financial to become a partner firm of CI Private Wealth. CI is uniquely positioned to complement and expand on our strengths. As a permanent strategic partner, CI is committed to investing in our business, while enabling us to maintain—and even amplify—the essence of who we are.