Myers Capital Management

Refocusing Your Future

Refocusing Your Future

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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.

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

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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

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Send Me an Email

Schedule Introductory Meeting

The Myers Cap Post

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  • 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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