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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Send Me an Email

Schedule Introductory Meeting

The Myers Cap Post

  • Profits Improving But Likely Not Caught Up
  • Is Your Portfolio Ready For What’s Next?
  • Clark Capital Quarterly Economic and Market Review and Outlook
  • Disappointing December Jobs Report
  • Growth Accelerates In December
  • 2020 Overview and 2021 Expectations
  • Merry Christmas 2020!
  • Are You Really Diversified?
  • Will Other Stocks Catch Up to Tech?
  • Income & Spending: Where Do We Go From Here?
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Location & Office Hours

(215) 657-0300

Send Us an Email
 
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WARRANTIES & DISCLAIMERS :
There are no warranties implied.
Myers Capital Management (“RIA Firm”) is a registered investment adviser located in Abington. Myers Capital Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements Myers Capital Management ’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Myers Capital Management ’s web site on the Internet should not be construed by any consumer and/or prospective client as Myers Capital Management ’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Myers Capital Management 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. For information pertaining to the registration status of Myers Capital Management , please contact the state securities regulators for those states in which Myers Capital Management maintains a registration filing. A copy of Myers Capital Management ’s current written disclosure statement discussing Myers Capital Management’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Myers Capital Management upon written request. Myers Capital Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Myers Capital Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.   This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Myers Capital Management and individually licensed and appointed insurance agents.   • Copyright Myers Capital Management
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