For the past two decades, the partners of Bowersock have built a reputation as rigorous planners, determined problem solvers, and disciplined investors.

Our team embraces working hard, and we love what we do.

We care deeply about our clients and we devote our time and our talents to help ensure their enduring success.

We take a disciplined approach to managing our clients' portfolios.

We view capital, or wealth, in four dimensions. Understanding and nurturing each of these dimensions is critical to preserving family wealth not just for a single human lifetime, but for future generations.