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Fritz Mowery is an accomplished financial professional who holds an economics and finance degree from Texas Tech University. A former vice president at Comerica Bank Texas, Fritz Mowery currently serves as the president and chief investment officer at Mowery Capital Management in Dallas, Texas.
For more than two decades, Mowery Capital Management has provided unbiased, fee-based financial advice to clients seeking to manage risk, realize a reasonable return, and leverage high-quality financial products. The firm, which focuses investments most heavily on sector and asset allocations, utilizes a structured process that ensures client satisfaction.
Mowery’s client process begins with a meeting to discuss goals and personal needs, as well as individual attitudes in regards to investing. Following this initial meeting, the firm signs a client agreement and begins to gather documents and financial information that will inform the financial planning process. Finally, Mowery initiates a transfer process to move investments in-house, where they can be efficiently managed.
For additional information on Mowery Capital Management, visit www.mowerycapital.com.
