Myers Capital Management

Refocusing Your Future

Refocusing Your Future

facebooklinkedin

  • Home
  • About
    • The Team
    • You Deserve More!
    • The Next Step
  • Investment Planning
    • Investing Today
    • Our Approach
    • Our Process
    • Values Based Investing
  • Financial Planning
    • Plan Your Future
    • Your Retirement
    • Protecting Your Assets
  • Wealth Planning
    • Overview
    • Custom Portfolios
    • Cash Management
    • Wealth Transfer
  • Myers Cap Post
  • Client Center
    • Account Access
    • Schedule Appointment
    • Quarterly Market Review
    • Forms
    • Tax Center
    • Helpful Information
    • Helpful Websites
    • Financial Calculators
  • Office

Values Based Investing

Though people may differ on many things, each person has values that are important to them.  And there are investors who wish their portfolios could mirror these values, but don’t know if that is prudent, or even possible.

cross

For example, some Christians are uncomfortable owning companies in their portfolio whose products or practices are contrary to the values of their faith.

SRI

And some view issues such as the environment, weapons, human rights, labor rights, or animal welfare as extremely important and desire to have their investments mirror their convictions.

DOES THIS DESCRIBE YOU?

Myers Capital Management understands and offers investment options for people who want their values reflected in their portfolio.  We have access to Portfolio Strategists that can take into account your convictions and screen companies regarding issues such as…

  • Abortion Providers
  • Adult Entertainment
  • Alcohol
  • Animal Welfare
  • Board Diversity
  • Contraceptives
  • Environment
  • Firearms/Weapons/Defense
  • Gambling
  • Human Rights
  • Labor Rights
  • Lending Practices
  • Nuclear Power
  • Stem Cell
  • Tobacco

Do you want your investment portfolio to be more than

just how you save for the future?

Use the button below to set up a complementary initial appointment to explore how to align your portfolio with your values and help you refocus your future.

Schedule Introductory Meeting

paul-intro

Schedule Introductory Meeting

The Myers Cap Post

  • House and Senate Pass Bill To Raise Debt Ceiling
  • Why Are Stocks Positive For The Year If Recession Is Coming?
  • The Debt Ceiling Deadline
  • How Will Stocks React To A Coming Recession?
  • The Debt Ceiling Debate
  • Inflation Continues to Decline In April
  • Employment, Inflation, The Fed, Interest Rates, And Slowing Economic Growth
  • Fed Raises Interest Rates… Is This the End?
  • Economy Grows But Slows In First Quarter
  • Conference Board Predicts Recession Mid 2023
logocrpc

Location & Office Hours

(215) 657-0300

facebooklinkedin

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.
[Home]    [website design]