Myers Capital Management

Refocusing Your Future

Refocusing Your Future

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Cash Management

Part of managing wealth is having smart solutions to your banking needs that can be integrated with your investments and overall financial planning.  For your benefit and convenience we are able to offer wealth clients a variety of helpful banking solutions…

FDIC Insured Cash Advantage Checking Account with competitive interest rates which includes a debit card, as well as free online banking and bill pay.  This account is linked to your securities account* for overdraft protection or if you just want to to access your investments for that important purchase in a simple and easy way.  There is worldwide ATM access with no fees.

Cash Advantage Credit Line with competitive interest rates that use your securities account as collateral.  This enables you to borrow against the value of securities in your account* while keeping your portfolio  intact (without creating any potential tax consequences of selling securities).  Funds can be accessed by check or through transfer to your Cash Advantage checking account.  There are no application fees  nor annual or monthly fees.

 

 

 

 

*Cash Advantage checking and credit lines cannot be linked to qualified retirement accounts such as IRAs

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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

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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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