Bowling Portfolio Management
Bowling Portfolio Management
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Bowling portfolio management llc is an independent registered investment advisor specializing in separately managed u s.
Bowling portfolio management. Investment adviser bowling portfolio management llc. Says it has signed a deal to acquire u s. We welcome you to our website. Cix and bowling portfolio management llc bowling of cincinnati ohio announced an agreement today under which ci will.
Our investment committee has a. Terms of the deal were not released. Wallace assistant vice president linda has been with bowling for 30 years and serves as the liaison between clients and the investment team. Bowling enjoys a long tenured staff with average employee tenure of over 18 years.
The firm based in cincinnati ohio has us 450 million in assets under management. Wayner is the majority equity owner of. Bowling s investment committee has over 100 years of combined expertise in equity investing and portfolio management. Bowling is dedicated to bottom up diversified and risk managed portfolio management.
21 2020 prnewswire ci financial corp. The firm based in cincinnati has us 450 million in assets under management. Bowling portfolio management linda a. Financial terms of the transaction were not disclosed.
Bowling portfolio management llc is an independent registered investment advisor specializing in separately managed u s. Bowling portfolio management a 38 year old company based in the rookwood area of norwood has agreed to sell to toronto based ci financial corp. In toronto has acquired bowling portfolio management llc of cincinnati ohio a registered investment advisory ria firm with us 450 million in assets under management. Says it has signed a deal to acquire u s.
Toronto ci financial corp. The acquisition is ci s sixth direct ria transaction in 2020 and ninth overall when including acquisitions made by ci affiliated rias. Bowling has been providing investment management services to investors since 1982. In addition to serving clients her depth of knowledge and experience with.
Investment adviser bowling portfolio management llc.
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