Bowen, Hanes & Co Inc

Bowen, Hanes & Company, Inc. is a Registered Investment Adviser established in 1972, specializing in investment counseling for high net worth individuals, pension plans, charities, and more. The firm's investment strategy is based on global economic trends and company analysis to achieve long-term results. They manage client portfolios in equity and fixed income securities, with a minimum desired account size of $3 million. The firm charges an annual management fee based on a tiered percentage of assets under management. Bowen, Hanes & Company acts as a fiduciary when providing retirement account rollover advice, ensuring clients' best interests are prioritized. Clients have the option to impose restrictions on their portfolios based on personal values. The firm exercises investment discretion over client accounts, with assets managed on a discretionary basis totaling $3.27 billion as of December 31, 2022. Bowen, Hanes & Company does not accept performance-based fees and has a clean disciplinary record. They do not participate in wrap fee programs and do not receive outside compensation for selling securities. The firm provides quarterly client reports and actively monitors and reviews client portfolios. Bowen, Hanes & Company has custody of client funds for fee debiting purposes and asset distribution with client authorization. They exercise voting rights for client securities and have robust financial stability with no history of bankruptcy.