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Named by Barron's twice as one of the nation's top 1000 financial advisors, Spencer McGowan, President of McGowanGroup Asset Management delivers a fast paced, weekly recap of global financial news. The unique NetWorth Radio broadcast delves deep into the most important headlines and the actual meaning for investors. Interviews with nationally acclaimed authors and Dallas business leaders bring to life investment strategy in a unique and exciting format. The author of two books and 31 investment articles, Spencer is a Certified Investment Management Analyst who manages portfolios for successful families.
Email Spencer today at: email@example.com
McGowan Group Asset Management, Inc. www.themcgowangroup.com
McGowan Group Asset Management and 21st Century Wealth Management Our mission as an investment counseling team is to build portfolio reliability in harmony with the objectives of each family, to deliver the highest possible standards of service, and through devotion to excellence, deliver superior probability to our clients and firm.
Spencer McGowan has designed an investment counseling team based on his two decades of experience serving successful Texas families.
The McGowanGroup is a Dallas based investment management firm devoted to providing private client families with superior asset management solutions and excellent service.
Spanning over two decades, the firm’s expertise extends across multiple investment categories: traditional safety in fixed income, high cash flow strategies, and growth with dividends. Investment strategy and analysis focus on maximizing the net present value of future cash flows as well as current surplus cash flow for reinvestment.
McGowanGroup assets under care total over $300,000,000 providing cost efficiencies for a select group of private client families. Liaison services with estate planning attorneys and tax professionals advance the level of coordinated planning to a unique interactive process that extends though estate distribution. The team is structured to provide each client with access to our entire group of licensed professionals committed to advanced financial services.
State of the art aggregated performance tracking provides each family with a clear bottom line result measure for each time period from inception. Consolidation with McGowanGroup Asset Management begins performance tracking at inception, setting into motion a disciplined review process.
•Advanced Online Services
For this week's updated investment package or to set your appointment for an
investment plan upgrade, call 214-720-4400.
Our mission as an investment counseling team is to build portfolio reliability in harmony with the objectives of each family, to deliver the highest possible standards of service, and through devotion to excellence, deliver superior probability to our clients and firm.
The Investment Planning Analysis (IPA) is a sophisticated investment planning process that produces investment plan and detailed strategy based on today’s market conditions. The IPA begins with an interview that allows us to produce the following outputs:
• Current Situation Objectives
• Cash Flow Analysis
• Efficient Allocation Strategies
• Regular Account Reviews using Automated Performance Tracking
Since 1993, McGowan Group Asset Management has provided clients the benefits of comprehensive performance tracking. Through the advanced use of Advent software we have designed a cash flow based allocation strategy in conjunction with liability matching for successful families. Once your objectives are defined, our technology and systems play a vital role in helping you accomplish and measure your success.
• Excellence in Service
• Automated Performance Tracking
• Empowerment Through Education
• Timely Advice and Counsel
• Efficiency and Discipline
McGowanGroup Asset Management, Inc is Federally Registered Investment Advisory Firm utilizing Pershing LLC, a BNY Mellon Company for asset custody.
Securities offered through independent firm, Spire Securities, LLC., a Registered Broker/Dealer and member FINRA / SIPC
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.
Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
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