Services

Why Use Professional Investment Management Services?  

There are many reasons that our clients utilize our services:

·         They do not know how to develop an inflation-adjusted plan to realize their goals,

·         They wish to save their personal time for other pursuits,

·         They lack the specialized tools needed to analyze and track their portfolio,

·         They do not have the knowledge and experience necessary to sustain a healthy portfolio.

In summary, many people choose professional financial management services for two reasons: priorities and passion.    

Priorities

Many of our clients are just too busy to devote the time required to research financial issues and properly manage their financial assets. Their commitments to their family's, faith, profession, and personal interests do not permit it, yet they realize the negative consequence of ignoring their investments. Prior to working with Mowrey Investment Management, clients frequently have their assets scattered in multiple accounts and do not have a clear understanding of their tax situation or their TOTAL portfolio's return or risk profile.

In general, people engage Mowrey Investment Management to:

1.   Clearly define their investment goals,

2.   Increase their investment returns,

3.   Reduce investment volatility,

4.   Save themselves time.

Passion

As a result of not having a true passion for financial issues (e.g. taxes, insurance, investments, etc.), few people acquire the tools needed or find the time necessary, to consistently manage a substantial portfolio of assets. Constant changes in tax laws (e.g. new IRAs, new education programs, changes to existing plans, etc.), new security offerings (e.g. Exchange Traded Funds), market behavior, and personal circumstances demand experienced, disciplined management. Most people do not hesitate to utilize a car mechanic or doctor, yet we find it curious that some people hesitate to hire a professional to help manage their financial assets.