General Info

Bowling Portfolio Management is a registered investment advisor with the Securities and Exchange Commission. It provides investment management services for a variety of institutions and individuals throughout the United States. Its services include portfolio and risk management. The firm provides individualized portfolio management for taxable clients. Bowling Portfolio Management has been operational for more than 20 years and manages over $520 million in assets. The firm builds a wide range of portfolios based on quantitative and qualitative analysis of individual s securities. It specializes in the management of large capital equity separate accounts. Bowling Portfolio Management is located in Cincinnati.