McGowanGroup Asset Management (MGAM) believes that every client benefits from a plan that assists in meeting their financial goals. The process begins with an Investment Planning Analysis. This analysis allows MGAM to understand our clients on a more personal level and discover what is most important to them. During the meeting, we produce a custom investment plan and detailed strategy to meet a client’s goals based on:
MGAM’s purpose is to build portfolio reliability and harmony with the objectives of each family. Each investment plans follows our Philosophy of Total Return* which is to build and manage portfolios that combine diversified sources of cash flow along with capital gains potential exceeding inflation.
Please complete the New Client Questionnaire to start the process of implementing a plan with specific insights and recommendations. Our office will contact you to schedule your review.