Services

Mowrey Investment Management (MIM) provides financial planning and discretionary investment management services (AKA wealth management services) to businesses, families, and to individual investors. We are compensated by our clients with a quarterly retainer fee. The size of this fee is determined by the size of the financial portfolio under management by MIM.

Our initial approach to getting started working together is simple, we:

1)            Analyze their current situation (creating Net Worth and Cash Flow Statements),

2)            Help our clients identify and clearly define their financial goals,

3)            Create financial models and assess the probability of achieving the goal(s),

4)            Develop an Action Plan to resolve any immediate concerns realize achievement,

5)            Consolidate and manage their financial assets.

MIM develops and executes a sound investment strategy based on our client’s needs, goals, and comfort with volatility. Our investment management strategies are based on Modern Portfolio Theory (MPT) and the unique circumstances of our clients. We utilize statistical measures of annualized return, standard deviation, asset class correlations, asset class valuation, and Monte Carlo analysis to determine our tactics and specific investments. Our goals are to achieve after-tax returns consistent with our client's objectives while minimizing portfolio volatility.

The pricing of our services is outlined in greater detail in the "Fees" page, under this current "Services" section.