As part of our commitment to excellence in service and shared efficiencies, we are proud to announce an upgrade in the delivery platform of your performance reports and document vault. MGAM has partnered with Modestspark, a simple and secure app, to deliver dynamic monthly performance reports with improved graphics, forward current income projections, as well as more detailed asset class allocation charts. Access to the MGAM performance reports in .pdf format and the ability to securely share files for your reviews and financial planning will also be instantly available to you on your tablet, smartphone, laptop or computer. Registration is done automatically once you become a client with MGAM.

Key Features of Modestspark

  • Central Location to store important financial and estate documents:
    • Estate Documents like Wills & Trusts
    • Financial Documents like Performance Reviews & Investment Policy statements
    • Tax Documents like Realized Gain & Loss reports and 1099s
  • Ability to easily share documents with attorneys, family members, CPAs or other important parties*
  • Easy web, desktop, and mobile interfaces

*At your direction we facilitate restricted access to certain types of documents with your Certified Public Account, attorney, trustee or designated family members.


Access Your Investment Account

pershing logo

The McGowanGroup provides easy, online access to your investment account through Pershing.

Click to log in

Call (214) 720-4400