Financial Services

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:
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Investment Plans

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.

* For more specific information regarding our investment philosophy, please contact Alex Tollen at 214-720-4400 or email.
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The Next Step

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.

Minimum requested consolidation is $500,000 during the first year of working with The McGowanGroup.

Call (214) 720-4400