Balanced Wealth Management | Chuck Rowan
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Mutual Funds

Investing strategy using globally diversified, low cost structured funds utilizing Modern Portfolio Theory which includes:
  • Diversified investing, Over 13,000 equities across 45 countries
  • Not dependent upon stock picking or market timing
  • Low cost / low turnover to maximize rate of return to investor
  • Strategy is designed to obtain market rates of return while minimizing risk to investor.
  • 7 different platforms from very conservative to aggressive

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Balanced Wealth Management, Chuck Rowan
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9 Orchard Road, Suite 104 | Lake Forest, CA 92630 | Tel: (949) 677-5707

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