Advisor at Beechwood Capital Management, Inc.
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Firm
Beechwood Capital Management, Inc.
Location
Cincinnati, OH 45242
Credentials
CFA®, Series 65
Industry experience
19 years
Michael Bowling is a CFA® charterholder and Series 65 licensed advisor based in Cincinnati, Ohio, with 19 years of industry experience. He has led Beechwood Capital Management, Inc. since 2006 and concurrently serves as a mathematics instructor at Xavier University, a role he has held since 2005. Beechwood Capital Management provides discretionary portfolio management to individuals, retirement accounts, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a value-oriented investment approach focusing on equity portfolios and closed-end funds, managing accounts on an individualized basis with consideration for client-specific factors.
Based on Beechwood Capital Management, Inc.
$0 - $500,000: 2% per year $500,000+: $10,000 plus 1% per year of amounts in excess of $500,000
Account minimum: $100,000 Minimum fee: Minimum fees may apply (amount not specified) Fee-only: Investment management fees calculated as percentage of assets under management; no commissions charged
9467 Montgomery Road
Cincinnati, OH 45242
Ohio
Beechwood Capital Management, Inc.
2006 - Present (20 years)
Xavier University
2005 - Present (21 years)
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