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Investment Plans

MGAM’s Investment Plan is built with cash flow projections that coordinate additions and withdrawals with the enhanced reliability of investment cash flows.  The purpose is to build portfolio reliability and harmony with the objectives of each family. Each investment plan 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.

Asset Management Tools

To meet the needs of the plan, McGowanGroup Asset Management uses and/or has access to:

  • Cash Management
  • Municipal Bonds
  • Exchange Traded Funds
  • Closed and Open End Mutual Funds
  • Corporate Bonds
  • Individual Equities
  • CD’s/Money Markets
  • Options (Income Strategies)

McGowanGroup Advantages

  • Experienced Team Approach
  • Integrity
  • Excellence in Service
  • Performance Tracking
  • Empowerment Through Education
  • Timely Advice and Counsel
  • Efficiency and Discipline
  • Defined Review Process

Disclaimer:  McGowanGroup Asset Management, Inc. is a Federally Registered Investment Advisory Firm utilizing Pershing LLC, a BNY Mellon Company for asset custody. Past performance is not indicative of future results. Investments are subject to market risks including the potential loss of principal invested. Individual portfolios are reviewed for asset size and investment start dates. This information is required in order to reflect adequate investment history and size along with a mix of equities and fixed income closely associated with the MGAM investment strategies/disciplines. All information presented herein is considered to be accurate at the time of writing, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted.

The Next Step next icon

Please complete our 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.

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

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

Advance Report Videos