As a Registered Investment Advisory (RIA) firm, Metz Capital Management is fully equipped to manage your investments and assist in overall financial planning. A fee-only company, MCM requires only a quarterly fee before plying our years of experience and a bastion of investment resources to your account.

Financial Management

The Metz Capital Management team will assist you in developing a financial plan based on your own personal assets and preferences. We'll help you determine how much (if any) you could be investing, what you'll need to live on and what kind of accounts you could be opening.

Whether you're developing a retirement plan or just interested in investing some of your net worth, MCM can help you determine exactly what kind of financial future you have in front of you.

Investment Management

As recently as 10 years ago, reliable information on portfolio managers was somewhat difficult to obtain. Today, most successful managers with excellent track records establish mutual funds. This allows them to concentrate on what they know best - investing. They can attract vast sums of money from many investors, yet they are free from burdensome bookkeeping.

MCM has taken advantage of this recent trend and is able to identify the best managers in the world. MCM utilizes different managers and investment styles to tailor portfolios to meet its clients' financial goals and objectives. Common stocks, bonds, commodities, and CD's are also an intricate part of our portfolio management.

Our team will take control of the assets you provide us with and manage your investment account based on your personal risk preferences and styles and our investment supervisory services will assist in developing our client's portfolio and assets.

For more information on what Metz Capital Management can do for you, contact us today.

Investing Questions

Between all the jargon, numbers and analysis that typically go hand in hand with investing, it’s no surprise that many Americans end up confused. We are here to help clear up the confusion, we’ve got answers to some of the most important investing questions.
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