Fritz Mowery
President and Chief Investment Officer
Fritz is President and Chief Investment
Officer for Mowery Capital Management, a fee-based registered
investment advisory and consulting firm based in Dallas,
Texas.
Fritz has been working with affluent families in the investment and
estate planning industry for twenty-four years. His high client service
standards and consistently superior results have produced a devoted
group of affluent families as clients. Fritz
is a much sought after motivational, business and Christian speaker
and the author of many investment and estate planning articles. Fritz
has currently co-authored a book on wealth strategies and estate planning
titled “21st Century
Wealth”, with Robert Esperti and Renno Peterson of the Esperti Peterson
Institute. Fritz is a graduate of Texas Tech University, where he majored in
finance, marketing and economics.During college he joined the United States Marine
Corps and went through Officer’s Candidate School in Quantico VA. He received his
Honorable Discharge in 1977.
Fritz Mowery was raised in Richardson Texas. He now lives in McKinney, Texas
with his wife Christi and their three children Matthew, Rachel and Michael. They
attend Fellowship Bible Church North in Plano, Texas, where he and his wife are
in leadership. He also serves on the advisory board of Military Ministry, a ministry
of Campus Crusade For Christ.
Mowery Capital Management (MCM) is
an Investment Advisory company registered with the Texas State Securities
Board.
Mowery Capital Management acts
as a “Family Office” providing
family financial planning, estate planning and portfolio investment
management for the separate accounts of individual clients. Mowery
Capital Management manages people's stock and bond portfolios
for them and charges a quarterly fee based on the value of the assets
under management.
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