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RIA · CRD 108382SEC-Registered

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Metz Capital Management

Metz Capital Management, LLC is a fee-only Registered Investment Advisory Firm that provides quality investment management services to businesses and...

Overview

Metz Capital Management, LLC is a fee-only Registered Investment Advisory Firm that provides quality investment management services to businesses and individuals. Led by Andrew Metz, MCM provides individuals with asset management services and retirement plans, and institutions with a commitment to long-term financial success. It is one of southern Delaware's premier capital management firms and represents clients locally and nationwide.

General information

Firm type

RIA

Year founded

1994

Location

Region

North America

Country

United States

Principals

Andrew Metz

Frequently asked questions

What is the known investment strategy of the firm?

The firm does not advertise a formal strategy. Many similar private family offices focus on a diversified mix of public equities, fixed income, real estate, and private fund commitments to preserve capital across generations. Without access to the firm's investment memos or disclosed holdings, the precise asset mix remains unconfirmed.

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