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:
Once a mutual decision is reached, the agreed upon plan is implemented. We continuously track the performance of the account(s) and schedule quarterly reviews to ensure we are still on the same page.
Tax and Legal Partnership – As part of the overall planning process we recommend conference calls with both your qualified tax professional and estate planning attorney. As the investment advisor, our part of the process involves the implementation of the estate plan through trusts and beneficiary designations. The recommended annual summer planning call with your CPA is designed to both provide the information they will need efficiently and to implement the CPA’s advice in harmony with the investment plan.
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.
To meet the needs of the plan, McGowanGroup Asset Management uses and/or has access to:
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.