The Portfolio Management Team

Fritz Mowery
President and Chief Investment Officer


Fritz is President and Chief Investment Officer for Mowery Capital Management.

Fritz has been working with affluent families in the investment and estate planning industry for twenty-four years. His high client service standards and consistently superior results have produced a devoted group of affluent families as clients.  Fritz is a much sought after motivational, business and Christian speaker and the author of many investment and estate planning articles. Fritz co-authored a book on wealth strategies and estate planning titled “21st Century Wealth”, with Robert Esperti and Renno Peterson of the Esperti Peterson Institute. Fritz is a graduate of Texas Tech University, where he majored in finance, marketing and economics.  During college he joined the United States Marine Corps and went through Officer’s Candidate School in Quantico VA. He received his Honorable Discharge in 1977.

Fritz now lives in McKinney, Texas with his wife Christi and has three grown children Matthew, Rachel and Michael. 
Charles Waring, Member,
Mowery Capital Management
 
Mr. Waring is a Member of Mowery Capital Management, LLC. A 1965 (B.S. Mathematics) graduate of Sul Ross University in Alpine, Texas, and a 1971 (M.S. Management) graduate of the Naval Postgraduate School in Monterey, California; Mr. Waring served in the U.S. Navy in the Pacific Fleet from 1965 to 1976.  Between 1976 and 1984, Mr. Waring worked first with Paine Webber and later Merrill Lynch, both in Washington DC.  In 1984, he joined his family in Texas investing in and developing real estate.  In 1989, Mr. Waring formed a corporation to acquire small manufacturing companies.  In 1992, Mr. Waring joined the Hong Kong investment management firm of South Ocean Management, LTD. for three years, living and working in Hong Kong.  Since 1995, Mr. Waring has consulted and developed small business investments.
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