Home » Business » McElhenny Sheffield Capital Management of Dallas, Texas – Announces Succession Plan Partnership With Spar Investment Counsel

As part of a well-designed and thoughtful Succession Plan, this transition is designed to provide Spar’s clients, their children and beneficiaries with continuing services for future generations.

Dallas, Texas, May 11, 2016, As part of their continuing commitment to clients regarding sustainability and longevity of their successful execution of client investment objectives, McElhenny Sheffield Capital Management (MSCM) is pleased to announce that the Spar Investment Counsel team has joined the firm. The investment team joining from Spar Investment Counsel consists of Dale Stamps and Ryan McKee. They bring with them over 60 years of combined experience in the financial industry. This merger of teams assures all Spar clients that their portfolio management and financial plans will remain intact for future generations.

Dale Stamps, CFA, founded Spar Investment Counsel, Inc. in 1974 and grew to manage over $65 million in assets. Dale is a Chartered Financial Analyst and earned his MBA from Harvard Business School. Ryan McKee gained 12 years of valuable experience while working for the largest family owned bank in the United States and subsequently with Spar.

McElhenny Sheffield Capital Management was founded in 2000 to manage a hedge fund with an options-based absolute return strategy that was designed to deliver consistent returns while minimizing downside risks for clients. Today, MSCM serves a growing group of clients with liquid assets totaling approximately a quarter of a billion USD’s. McElhenny Sheffield’s team of MBAs, investment advisors, Certified Financial PlannersTM, and Chartered Financial Analysts® is committed to providing sound and unbiased advice to help clients optimize their complete financial picture with coordinated estate, investment and tax strategy.

Succession Planning rightfully should be viewed as an essential component of conducting business. Just because a business is doing well in no way signifies that succession planning can be deferred. It is becoming increasingly critical for investment advisors to put in place a well thought out plan that will ensure their firm maintains its viability if something unforeseen occurs. MSCM is well positioned to become a succession partner for such investment advisors.

For complete information, please visit: McElhenny Sheffield Capital Management

Media Contact:

McElhenny Sheffield Capital Management, LLC
Attn: Media Relations
4311 W. Lovers Lane, Suite 101
Dallas, TX 75209
214.922.9200 x226

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