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Mowrey Investment Management
(MIM) is a Raleigh, NC based financial planning and investment management (AKA wealth
management) firm. We provide our services to businesses and individual investors on a
"fee-only" (no commissions) basis. We do not sell stocks, bonds, newsletter subscriptions,
insurance or any other financial products or services. We seek to assist our clients with
all aspects of their financial lives, and choose to provide our select group of clients with
excellent service. Our primary goal is to help our clients realize their goals, and to
improve the quality of their lives.
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Financial
planning and investment management is more than a business
to us; it's a calling. Our mission is to personally help individuals
and families achieve their financial objectives through the
use of prudent, wise, and diligent investment management services.
We want to be the financial "family practitioner"
for our clients, helping them to stay financially healthy.
Mowrey Investment Management is at its best when serving the
needs or our clients. We consider our firm to be a "practice"
because we view ourselves to be professionals working in an
ever-changing environment. We have an ongoing commitment to
deepening our understanding of, and our relationships with
our clients. As professionals, we pursue continuing education
and research on investment management and stay abreast of
legislation and financial issues that can affect our clients'
portfolio or finances.
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