Business Details
32 Years
experience
Your Trusted Investment Management Partner in Lewes, DE
Founded in 1994, Metz Capital Management has established itself as a trusted leader in investment advisory services. Our team combines decades of experience with a commitment to honesty, integrity, and professionalism to address clients' financial challenges and objectives. Specializing in asset management and retirement planning, we serve individuals and institutions locally and nationwide. Our fee-only approach ensures transparent, client-focused solutions tailored to personal financial goals. Led by Andrew Metz, we leverage global investment expertise to deliver long-term success.With a focus on the unique needs of Baby Boomers and modern investors, we provide personalized strategies that adapt to evolving market dynamics. Our dedication to continuous improvement and client satisfaction has solidified our reputation as one of southern Delaware's premier capital management firms. We remain committed to helping clients build secure financial futures through disciplined investment management and comprehensive financial planning.
Services
Investment Management
Financial Planning
Retirement Plans
Portfolio Management
Asset Management
Details
- Year established: 1994
Highlights and features
- We offer 30+ years of experience in capital management since 1994
- Our fee-only approach ensures transparent, client-focused solutions
- We utilize global investment expertise for tailored portfolio strategies
- Led by Andrew Metz with decades of proven industry leadership
- Specialized in addressing Baby Boomer retirement and financial planning needs
Associations and certifications
- Registered Investment Advisory (RIA) firm
Services
Investment Management
Our investment management service provides professional oversight of your financial assets using customized strategies. We implement diversified approaches combining stocks, bonds, and alternative investments to match your risk tolerance and financial goals. With decades of experience managing both personal and institutional portfolios, we deliver tailored solutions that adapt to changing market conditions while maintaining focus on long-term growth objectives.
Financial Planning
We develop comprehensive financial plans aligned with your personal circumstances and future aspirations. Our approach considers current assets, income needs, and retirement goals to create actionable roadmaps for financial success. By analyzing your complete financial picture, we help determine optimal investment levels, account structures, and wealth preservation strategies that support your long-term objectives while maintaining flexibility for life's changes.
Retirement Plans
Our retirement planning specialists help prepare clients for post-career financial security through customized pension strategies. We analyze current assets, projected needs, and tax implications to develop sustainable withdrawal plans while optimizing investment growth potential. With particular expertise in serving Baby Boomers, we address unique challenges like Social Security optimization, healthcare costs, and estate planning to ensure comprehensive retirement readiness.
Portfolio Management
We provide active portfolio management using a combination of proven investment styles and global market expertise. Our team continuously monitors and rebalances holdings to maintain alignment with your risk profile and financial objectives. Utilizing both traditional and alternative asset classes, we construct diversified portfolios designed to weather market volatility while pursuing consistent growth through strategic asset allocation and manager selection.
Asset Management
Our asset management service offers comprehensive administration of financial resources through personalized investment strategies. We work closely with clients to understand their complete financial landscape before implementing customized solutions that balance growth potential with risk management. By maintaining transparent communication and regular performance reviews, we ensure your assets remain productively deployed toward achieving both short-term objectives and long-term wealth preservation goals.
People
Andrew Metz
Founder & Lead Investment Advisor
Andrew Metz established Metz Capital Management in 1994 and has guided its growth into a premier investment advisory firm. With over 30 years of industry experience, he specializes in developing tailored investment strategies that align with clients' financial goals while maintaining strict adherence to ethical standards and professional integrity in all client relationships.
Questions
What investment services do you offer?
We provide comprehensive investment management, financial planning, retirement strategies, portfolio management, and asset management services tailored to individual and institutional clients' specific needs.
How do you personalize investment strategies?
We analyze your financial goals, risk tolerance, and personal circumstances to create customized investment plans that evolve with your changing needs and market conditions.
Are you a fee-only financial advisor?
Yes, we operate as a fee-only Registered Investment Advisory firm, ensuring transparent compensation without commissions or product sales incentives.
What experience does your team have?
Our advisors have over 30 years of combined experience managing diverse portfolios for individuals and institutions since our founding in 1994.
Do you work with out-of-state clients?
Yes, while based in Delaware, we serve clients nationwide through personalized investment solutions and regular communication.
