Metz Capital Management LLC

Metz Capital Management, LLC provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. Founded in 1994 and based in Lewes, Delaware, Metz Capital Management, LLC specializes in building diversified portfolios primarily using no-load mutual funds, while also advising on certificates of deposit, bonds, equities, and exchange-traded funds. The firm operates with full authority to make trades without asking first, tailoring portfolios to each client's specific investment goals and risk tolerance. In addition to managing investments, Metz Capital Management, LLC offers comprehensive financial planning covering estate planning, business planning, tax matters, insurance needs, debt, and education funding.