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Our Mission
McGowan Group Asset Management, Inc.
Our mission as an investment counseling team is to build portfolio reliability in harmony with the objectives of each family. We strive to deliver the highest possible standards of service and through our devotion to excellence, create a solid relationship with our clients.
Spencer McGowan has designed an investment counseling team based on his two decades of experience serving successful Texas families.
Our History
In the 1980's, when Spencer McGowan began his career, the financial services industry was transforming into a more efficient client-oriented advisory platform. This change required the industry to serve clients in a new way by implementing in depth studies of risk, return, and performance of diversified portfolios. In conjunction with these changes, The Investment Management Consultants Association created a new designation with the Wharton School of Finance and Commerce. The Certified Investment Management Analyst designation requires members to complete an intense study program and pass an exam incorporating scientific studies of investment strategy, risk, and performance. Seeing the value and importance of this new designation, Spencer has twice attended attended courses and earned the appropriate credentials for establishing a group based on these principals.
As a result of the industry changes, comprehensive performance reports, client reviews and report cards were initiated to closely monitor the investment styles of the most successful clients. In addition, McGowan Group Asset Management utilizes research supported investing, while also implementing cost control and time savings. From this, our investment advisory service uses cash flow based allocation strategies in a scientific process to seek and help build portfolio reliability.1 Because the financial markets do not assure success; this process is designed to help clients evolve in harmony with the financial markets while providing surplus cash flow. Through this in depth monitoring, a close correlation between satisfied clients and the investment policy statement created for each family was revealed.
The term "Group" refers to our team members as well as our clients. We encourage the sharing of ideas to build a strong foundation for the future. McGowan Group Asset Management is backed by the stability and expertise of a world-class financial institution, Wells Fargo Advisors Financial Network.
1 Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
Please note that we are not responsible for the information contained on the listed web sites. The sites are provided to you for information purposes only.
McGowan Group Asset Management and Wells Fargo Advisors Financial Network do not provide tax or legal advice. However, we will be glad to work with you, your accountant, tax adviser, and/or attorney to help you meet your financial goals.
Investment products and services are offered through Wells Fargo Advisors Financial Network LLC, McGowan Group Asset Management is a separate entity from WFAFN.
About Wells Fargo Advisors
Wells Fargo Advisors operates the nation's second-largest brokerage business with more than 15,500 Financial Advisors and 6,100 licensed financial specialists in retail stores across the U.S. and service affiliate subsidary companies in Latin America. Wells Fargo Advisors administers more than $985 billion in client assets.
Data is as of 6/30/2009 and is a combination of Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Wells Fargo Advisors Financial Network, LLC and First Clearing, LLC. Wells Fargo Advisors is the trade name used by three separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors, LLC, Wells Fargo Advisors Financial Network, LLC, and Wells Fargo Investments, LLC (members SIPC). First Clearing, LLC, (member SIPC) is a non-bank affiliate of Wells Fargo & Company.