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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.

Our investment portfolio management services can be adapted to match the needs of high-net-worth individuals and families looking to preserve their legacy, build wealth, or prepare for retirement.

The process of investment portfolio management begins with a thorough assessment of your goals when it comes to investing. From there, we allocate your funds in a way that are calculated to yield the best potential results. Over time, we use comprehensive performance tracking and quarterly reviews to continuously improve the yield from your investments.

Wealth Management Tools

We have many tools and financial vehicles at our disposal, and we choose the ones that will best help you meet your portfolio investment goals. 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

At McGowanGroup, our investment planning solutions are marked with solid expertise and a profound commitment to integrity and excellence.

  • 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.

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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 $1,000,000 during the first year of working with The McGowanGroup.

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