After 20 years of investment experience Zack and Linda Bowen founded Bowen Asset Management LLC with the idea that an institutional quality research investment process and analysis can be brought to the retail investor at a reasonable price. We do not believe in commissions, trailing retainers, or hidden fees. There is no reason why the investment process should not be simple, straightforward, honest and transparent and truly made in the best interest of the underlying client. We believe in Honesty, Integrity and Transparency.
- We believe in an open investment platform and have not tied ourselves exclusively to any one product line or custodian.
- We believe that the fee-only financial consulting relationships will produce better outcomes for our clients than commission compensated salespeople.
- We believe a customized educational process and level of service for clients will produce the best end result for our clients.