Welcome to Our Financial Management Company
Mowery Capital is a financial management company based in McKinney, Texas and serving surrounding North Texas cities.
MCM acts as a “family office” providing estate planning and investment management for the separate financial accounts of individual clients. MCM manages client’s stock and bond portfolios and charges a monthly fee based on a percentage of the value of the assets under management.
The MCM investment strategy is primarily focused on asset and sector allocations. Our primary investable asset classes are stocks, bonds, and ETF’s. Knowing which asset class and sector to be invested in at any given time is of the utmost importance. After we decide which asset class and sector to invest in, we then screen for the large cap companies exhibiting the highest quality of earnings on the most consistent basis.
Mowery Capital Management is an Investment Advisory company registered and in good standing with the Texas State Securities Board.