Wealth and investment management designed to fit your needs

At CI Bowling Private Wealth, we look far beyond investments to provide holistic advice and coordinated strategies for your wealth picture.

WEALTH PLANNING SERVICES

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Financial planning

Financial planning

We believe you make better decisions when you have a plan. We also believe your financial plan is the foundation for everything in your financial life and is a living, breathing document that evolves as your needs do. With CI Bowling Private Wealth, you’ll gain the planning expertise you need to address your complete financial picture.

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Trust and estate planning

Trust and estate planning

Decisions you make today can have a profound impact on the legacy you leave tomorrow. We can help you navigate through the complex legal and tax issues surrounding estate planning, so you can work to minimize taxes, protect your loved ones, and shape your legacy for the future.

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Retirement planning

Retirement planning

We begin by gaining an understanding of your values. Then we look at your lifestyle, your resources and a host of other factors critical to achieving financial independence. Then we help create the plan that can help you bring the retirement you envision into focus.

 

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INVESTMENT MANAGEMENT SERVICES

We believe your investment portfolio is the engine that powers your financial plan and provides the momentum to reach your long-term goals. As Investment Advisor Representatives, we focus on providing unbiased recommendations based on your needs and nothing else. In addition to customized portfolios, we offer:

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Large cap equity portfolio

Large cap equity portfolio

Our flagship strategy is based on a composite with performance history dating back to 1988. The portfolio is broadly diversified, sector neutral, and is constructed with equity holdings selected from the Russell 1000. The portfolio—which uses a quantitative selection model based on valuation, growth and momentum metrics—is designed to outperform the Russell 1000 over a full market cycle.

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Waterfalls

Small cap equity portfolio

Small cap equity portfolio

Our small cap equity strategy was launched in 2012. The portfolio is broadly diversified, sector neutral, and is constructed with equity holdings selected from the Russell 2000. The portfolio—which uses a quantitative selection model based on valuation, growth and momentum metrics—is designed to outperform the Russell 2000 over a full market cycle.

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Small cap value portfolio

Small cap value portfolio

Our small cap value strategy was launched in 2012. The portfolio is broadly diversified, sector neutral, and is constructed with equity holdings selected from the Russell 2000. The portfolio—which uses a quantitative selection model based on valuation, growth and momentum metrics—is designed to outperform the Russell 2000 over a full market cycle.

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LET'S TALK

Discover more about how we can help you reach your goals.
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