Bowen Hanes & Co.

Overview

Bowen Hanes & Co. is an investment management firm based in Winston-Salem, North Carolina, specializing in providing investment counseling services to individuals and institutions. The firm offers asset management services to institutional clients, including municipal funds, pension and profit-sharing plans, foundations, and endowments. Bowen Hanes & Co. invests in industries and companies with international business plans focusing on countries exhibiting economic vibrancy, currency stability, rising real incomes, and improving living standards. The firm manages balanced portfolios and offers stock and bond selection and asset allocation services, utilizing various proprietary valuation techniques to assess a company's financial status. Bowen Hanes & Co. structures and scrutinizes all accounts individually, ensuring personalized attention to each client's unique needs. The firm's mission is to produce and provide services in a manner consistent with a high-quality, long-term approach, establishing and maintaining mutually beneficial relationships with clients. Bowen Hanes & Co. operates according to a carefully formulated strategy, dedicated to meeting the needs and long-term objectives of its clients, including pension funds, profit-sharing plans, foundations, endowments, individuals, and family groups. The firm remains a compact organization, enabling it to provide a high level of personal attention by allowing clients to work closely with the senior executives of the firm. Bowen Hanes & Co. has been recognized for its comprehensive services, ranking No. 12 on the 2021 CNBC Financial Advisor 100 list, reflecting its commitment to excellence in investment management. The firm's leadership includes President, Chief Executive Officer, and Chief Investment Officer Harold J. (Jay) Bowen, III, and Vice Chairman F. Borden Hanes, Jr. With a history of providing investment services, Bowen Hanes & Co. continues to focus on adding value by offering superior products and maintaining mutually beneficial relationships with its clients.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies