Myers Capital Management

Refocusing Your Future

Refocusing Your Future

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Privacy Policy


At Myers Capital Management (MCMI), our commitment to meeting the clients’ needs with Quality, Integrity and Service extends to the security of their sensitive information. The policy outline below explains how we address this important issue.


CUSTOMER INFORMATION: We collect and maintain only the information necessary for us to be able to provide services requested by you and to administer your business with us. We may collect nonpublic personal information from the following sources:

  1. From you when you verbally disclose information, complete fact-finding or application forms, or provide various types of financial documentation to us (such as name, address, Social Security Number, assets, income, tax data or medical information); and
  2. From non-affiliated financial institutions who provide transaction data to us (such as deposit and withdraw dates, transaction amounts, or account balances).

CONFIDENTIALITY AND SECURITY: MCMI does not disclose any nonpublic personal information about you to anyone, except as necessary to provide products or services you have requested from us or to governing authorities as permitted or required by law.

We also restrict access to your personal and account information to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural
safeguards to guard your nonpublic personal information.


DISCLOSURE OF OUR PRIVACY POLICY: As a member of the financial services industry, we are sending you this notice for informational purposes and will update and distribute it annually in writing. If, for any reason, you decide to close your account(s) or become an inactive customer we will faithfully adhere to the policies and practices described above.


Rev. 6/2001

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Schedule Introductory Meeting

The Myers Cap Post

  • Inflation Lowest Since 2021
  • Fed Keeps Rates The Same
  • Stay the Course
  • History of Bull & Bear Markets
  • Markets & Tariffs: The Bottom Line!
  • Economy Contracts In The First Quarter
  • Clark Capital Quarterly Economic and Market Review and Outlook
  • Stay Focused And Disciplined In The Chaos
  • Inflation Lowers In March But Tariff Worries Remain
  • Gold: Safe Haven or Risky Glimmer?
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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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