Profil
Mr. Eric J.
Bowers is a Principal at Plante Moran Financial Advisors LLC.
He helps high-net-worth individuals and families develop financial planning strategies to meet their short- and long-term goals.
With expertise in holistic wealth management and investment services, he helps clients with everything from portfolio construction and strategic planning to tax optimization and estate planning strategies.
He holds a BSBA in real estate development and finance from Central Michigan University.
Postes actifs de Eric Bowers
| Sociétés | Poste | Début |
|---|---|---|
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation. | Gestionnaire de Portefeuille-Actions | 01/10/2010 |
Formation de Eric Bowers
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Entreprise privées
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation. | Finance |
Central Michigan University
Central Michigan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















