Learn About Our Investment Advisory Company

Mowery Capital Management, LLC (MCM) is a Texas State Securities Board registered fee-only investment advisory company headquartered in McKinney, Texas, with offices in Dallas and McKinney Texas. MCM acts much like a private trust company or family office providing financial planning, estate planning, retirement planning and portfolio investment management for the separate accounts of individual clients. MCM is committed to meeting our client’s objectives by first prioritizing our client’s interests, needs, and goals. Then, we act as our client’s advocate. We help navigate their financial future and map out an appropriate investment strategy.

We accomplish this by first establishing a financial profile. This profile details our client’s current financial circumstances, estate needs, long-term objectives, and risks characteristics. This enables us to cover every aspect of asset management and optimize a diversification strategy. We realize that our clients are busy with the demands of their careers and family. MCM provides a full range of investment advising and estate planning services. Through sophisticated portfolio management, estate planning, and risk control we assist in achieving financial goals and objectives with maximum efficiency and profitability. Privacy is of the highest importance. We respect the privacy of all our clients and all matters are kept strictly confidential.

As a fee-only investment advisory company, we provide unbiased counsel on investment instruments and strategies as well as the stewardship needed to maximize financial success. Although we focus on maximizing the portfolio’s total return, the real challenge is in managing risk as our clients have defined it. Taking appropriate, deliberate, and measured risks creates the ballast to maintain a positive growth stance in different and changing economic and market environments. Risk management is the rudder that guides outstanding investment performance over time.

Our Vision:

To be the most trusted advisor to our clients and to go above and beyond by working hard every day to make Mowery Capital Management the world’s most respected financial advisory firm.

Our Mission:

To do EVERYTHING we can to meet our client’s needs and desires, even at times when those needs are not necessarily financial.

Our Blue Chip Values:

These values and promises reflect who we are and what we stand for as a company.

CLIENT COMMITMENT
We promise develop personal relationships that make a positive difference in our client’s lives that transcends generations.

EXCELLENCE
We promise to provide unsurpassed service in order to provide premium value to our clients.

INTEGRITY
We promise to be steadfast and adhere to the highest moral principles and professional standards.

TEAMWORK
We promise to work together across professional boundaries to meet our client needs .

RESPECT FOR PEOPLE
We promise to value all people and respect their individual beliefs.

GOOD CITIZENSHIP
We promise to give back to our community by serving the needs of those less fortunate.

A WILL TO WIN
We promise to maintain our competitive nature and our strong will to win for our clients in every part of our relationship.

PERSONAL ACCOUNTABILITY
We promise to be personally accountable and responsible for delivering on our promises.