Metz Capital Management

Metz Capital Management is a leading capital management firm based in southern Delaware, providing quality investment management services to both businesses and individuals. With a dedicated team of experienced professionals, we strive to be one of the region's most successful and customer-driven investment firms. Our staff has decades of experience in dealing with capital management, and we have managed countless portfolios - from personal to professional - to success. We tailor our unique investment styles to fit your personal financial goals and other factors, helping to develop your portfolio into a successful financial future.

Our Philosophy

Founded in 1994, Metz Capital Management, LLC is a Fee-Only Registered Investment Advisory Firm, combining honesty, integrity, and professionalism to help our clients solve their "Financial Problems" and meet their "Financial Objectives." Led by Andrew Metz, MCM provides individuals with asset management services and retirement plans, and institutions with a commitment to long-term financial success. As part of the recent trend by investors to seek professional financial assistance, MCM is ready to provide the necessary guidance.

As the "Baby Boomers" reach their peak earning years, the need for professional financial advice has become increasingly apparent. With up to 99 percent of Baby Boomers admitting to needing financial planning assistance, MCM is here to help. Representing clients locally and nationwide, we are ready to help you meet your financial goals.

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. At Metz Capital Management, we are here to help clear up the confusion. With answers to some of the most important investing questions, we can help you make informed decisions about your financial future.

Our Investment Advisory Services

As a Registered Investment Advisory (RIA) firm, Metz Capital Management is fully equipped to provide comprehensive investment advisory services. Our services include:

• Financial Planning: We work with our clients to create a customized financial plan, taking into account their unique financial goals and risk tolerance.

• Portfolio Management: Our experienced investment managers build and manage investment portfolios tailored to each client's needs and goals.

• Retirement Planning: We help our clients plan and prepare for retirement, ensuring that they have the necessary resources and financial plan to support their desired lifestyle.

• Estate Planning: We work with our clients to develop an estate plan that protects their assets and ensures that their wishes are carried out.

• Tax Planning: We help our clients minimize their tax liability, ensuring that they keep as much of their hard-earned money as possible.

At Metz Capital Management, we believe that every client deserves personalized attention and a customized financial plan. We are committed to providing quality investment management services, and we pride ourselves on being one of the region's most successful and customer-driven investment firms.

The Best Time to Invest

The best time to plant a tree was 20 years ago, but the second best time is now. The same principle applies to investing. Whether you're just starting to invest or you've been investing for years, it's never too late to start making smart financial decisions. At Metz Capital Management, we are here to help you make those smart decisions, no matter where you are in your investment journey.