Myers Capital Management

Refocusing Your Future

Refocusing Your Future

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Our Process

Our passion is helping our clients bring their life vision into focus and create more certainty for their future, and for this a successful portfolio is a key ingredient.   Over the years we have found that the best way to enhance portfolio success is to follow a disciplined investment process with each client…

  • Initial interview   This meeting is designed for you to meet us, gain an understanding of how we manage money, and decide if you are comfortable in making the next step.
  • Evaluation Interview    We will discuss your financial goals, how you feel about risk, your overall financial situation, and any other pertinent factors that would impact our investment recommendation.
  • Proposal Meeting   We will view and discuss a detailed proposal outlining our portfolio recommendations, including the cost of management.
  • Implementation Meeting   If you decide to move forward, paperwork is signed at this meeting to set up your recommended account/s.
  • 45 Day Meeting    Once accounts are set up and statements are received, we go over how to read statements, access account information online, and discuss the timing and frequency of future financial reviews.
  • Financial Reviews   We conduct a review of your goals and investment account on an ongoing basis at agreed upon intervals, but not less than annually.  This can be done face to face, over the telephone, or in an online meeting in the comfort of your home.  At your review we update any personal information changes, review the economy and markets as they impact your investments, discuss how your investments fit the current environment, report portfolio performance, and if warranted recommend any portfolio strategy changes due to shifts in the economy/markets or your financial situation.

This process is enhanced by us being a boutique independent advisory firm.  Our smaller size enables us to provide you personalized service and advice tailored to your needs.

While our small size works to your advantage, our strategic alliances with some of the best investment management teams in the world and our affiliation with a wider group of premier advisors provides the important “large firm” resources without its many drawbacks.

All of our clients receive extensive investment management services, but as assets that we manage increase, more services are available either at a lower or without additional cost as outlined in our Client Advisory Services sheet.

Schedule Introductory Meeting

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Schedule Introductory Meeting

The Myers Cap Post

  • Leading Economic Index Again Declines in February
  • Fed Decision And The Banking Crisis
  • Fed Raises Interest Rates Again Today
  • Inflation Lower In February
  • Banking Crisis Averted, But Risks Remain
  • February Unemployment Report and Inflation
  • February Suggests We May Not Be In A Recession Yet
  • January Retail Sales Jump
  • Recession… Is It Coming Or Here Already?
  • Opportunity in Growth, Value, or Both?
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Location & Office Hours

(215) 657-0300

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WARRANTIES & DISCLAIMERS :
There are no warranties implied.
Myers Capital Management, Inc. (“MCMI”) is a registered investment adviser located in Abington, PA. MCMI’s website is limited to disseminating general information about its advisory services and access to additional investment-related information, publications, and links. Accordingly, the publication of MCMI’s website on the Internet should not be construed by any consumer or prospective client as MCMI’s general solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation. We do not collect personally identifiable information about you when you visit our website unless you voluntarily provide it by sending us an email or other electronic communication(s). If you choose to share with us personal information, we will retain it in our electronic communications archive. Any subsequent, direct communication by MCMI with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. MCMI does not take any responsibility, representations, or warranties regarding the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, including website links. All such information is provided solely for convenience, guidance, and informational purposes only, and all users should be guided accordingly. Investments involve risk and, unless otherwise stated, are not guaranteed. This website and information are not intended to provide investment, tax, or legal advice and no warranties are implied. Before implementing any strategy, consult with a qualified financial adviser and/or tax professional. Insurance products and services are offered and sold through Myers Capital Management, Inc., and individually licensed and appointed insurance agents. For information about MCMI, please refer to the SEC’s investment adviser public information website at www.adviserinfo.sec.gov or upon written request from Myers Capital Management, Inc. No product or service is offered or will be sold in any jurisdiction in which such offer or solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. This web site is intended to be made available only to individuals in the United States, and the information on the web site is only for such persons. • Copyright Myers Capital Management, Inc.
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