Our managed account program in California is provided through our affiliate, Bowers Wealth Management.

Bowers Wealth Management was established in 2008 by Jack Bowers, and focuses exclusively on Fidelity funds.

Most clients of Bowers Wealth Management are Fidelity Monitor subscribers who have decided to take the next step. Bowers Wealth Management clients enjoy a variety of portfolio options, including some strategies that aren't available to Fidelity Monitor subscribers.

Getting started with Bowers Wealth Management is not complicated. First, you are assigned an account executive who will send you an advisory agreement, and help you through the paperwork of establishing or upgrading to an advisor directed Fidelity account. Bowers Wealth Management is authorized to make your trades. Billing and performance reports are mailed quarterly. Fidelity provides monthly statements. A free subscription to Fidelity Monitor is available once you become an active client.

To find out more, visit the Bowers Wealth Management Web site, or call 888-397-3094 to request a full information package.