Bowling Portfolio Management LLC

Bowling Portfolio Management LLC is an SEC-registered investment adviser founded in 1982 and located in Cincinnati, Ohio. The firm specializes in providing fee-only investment management services to a variety of clients, including individuals, institutions, and wrap program sponsors. Bowling offers investment management services in a discretionary manner, with strategies available as separately managed accounts. The firm's investment strategies include Large Cap Equity, Small Cap Equity, Small Cap Value, All Cap Equity, Tactical Asset Allocation, and Fixed Income strategies. Clients typically pay management fees based on assets under management, with fees ranging from 0.50% to 1% annually depending on the strategy. Bowling participates in wrap fee programs, where clients pay a single annual fee to cover all brokerage costs and advisory services. The firm does not accept performance-based fees and generally requires a minimum account size of $300,000, which may be waived or adjusted based on the strategy and client circumstances. Bowling Portfolio Management operates independently of other CI Affiliates and does not have any referral arrangements with them. The firm's investment professionals, Darren C. Kavesh, CFA, and Edward G. Rountree, CFA, CFP®, have extensive educational backgrounds and experience in the financial industry. Clients receive regular account statements and reports, and the firm provides proxy voting services through Broadridge Financial Solutions, Inc. Overall, Bowling Portfolio Management LLC focuses on providing personalized, discretionary investment management services with a transparent fee structure and a commitment to acting in the best interests of its clients.