“As a fee-based advisory firm, we provide unbiased investment advice as well as the stewardship needed to maximize financial success. Although we focus on maximizing your portfolio’s return, the real challenge is managing the risk as you have defined it."
– Fritz Mowery, President & CIO
OVER 30 YEARS OF PROVEN
STRATEGIC INVESTMENT SUCCESS
- MANAGE RISK FIRST
- PROVIDE REASONABLE RETURN
- BUY QUALITY
Welcome to Our
Advisory Firm
Mowery Capital is an investment advisory firm based in McKinney, Texas and serving clients across the United States.
MCM acts as a “family office” providing estate planning and investment management. MCM’s monthly fee is based on a percentage of the value of the assets under management.
Our Services
At Mowery Capital Management, we understand that making decisions about your estate can be difficult. We work with our clients and their families to develop a plan that minimizes estate taxes and protects assets. We review the plan on a regular basis to make sure it continues to meet your objectives.
At Mowery Capital Management, we believe that a strategic and disciplined approach is essential to risk and investment management.
Life’s major transitions, such as retirement, divorce, or the loss of a loved one, can be overwhelming. Having an experienced advisor to help maintain your financial security as you deal with these major transitions is essential.