McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced wealth management, personalized investment planning solutions, and investment strategies to high net worth families and related institutions with the ultimate goal of delivering superior client profitability through excellence in service.
With over $792 million* in assets under management, MGAM's investment management expertise extends across multiple investment categories: traditional safety in fixed income, high cash flow strategies, and growth with income. MGAM investment disciplines emphasize generating current income along with opportunities for capital gains.
With over $792 million* in assets under management, MGAM's investment management expertise extends across multiple investment categories: traditional safety in fixed income, high cash flow strategies, and growth with income. MGAM investment disciplines emphasize generating current income along with opportunities for capital gains.
Services
Our clients include experienced business leaders who provide advanced insights which empower our overall allocation decisions. The collaborative review process is designed to empower each family member as well as the overall results at our firm. At McGowanGroup, we meet with clients at least quarterly to maintain trust, evaluate performance and adjust goals.
McGowanGroup Asset Management (MGAM) believes that every client benefits from a plan that assists in meeting their financial goals. More than a registered investment advisor, our wealth management firm analyzes the entire financial health of our clients. We are independent advisors based in Dallas Fort Worth with no other affiliation and utilize a transparent asset based fee-only model for compensation.
The MGAM Allocation Units discipline employs multiple asset class tactical allocation strategies based upon estimated forward returns including net portfolio income and potential capital appreciation. The discipline utilizes both fixed income and exchange-traded investments. The MGAM CashFlow Units discipline seeks to deliver high current income and capital appreciation above inflation.
MGAM's Investment Plan is built with cash flow projections that coordinate additions and withdrawals with the enhanced reliability of investment cash flows. The purpose is to build portfolio reliability and harmony with the objectives of each family.
Each investment plan follows our Philosophy of Total Return* which is to build and manage portfolios that combine diversified sources of cash flow along with capital gains potential exceeding inflation.Our investment portfolio management services can be adapted to match the needs of high-net-worth individuals and families looking to preserve their legacy, build wealth, or prepare for retirement.
Each investment plan follows our Philosophy of Total Return* which is to build and manage portfolios that combine diversified sources of cash flow along with capital gains potential exceeding inflation.Our investment portfolio management services can be adapted to match the needs of high-net-worth individuals and families looking to preserve their legacy, build wealth, or prepare for retirement.
The McGowanGroup's (MGAM) most Frequently Asked Questions provides an educational tour of the advisory process for prospective clients. The Investment plan is delivered by email during the initial fact finding appointment along with an in-person comprehensive educational notebook. MGAM, under the Mission Tab, fully discloses the net results of all client accounts under our care since 2001.
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