Myers Capital Management

Refocusing Your Future

Refocusing Your Future

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Custom Portfolios

Have you accumulated a million dollars or more in your portfolio?  If so, it is likely that you may have assets in many different types of accounts such as IRAs, ROTH IRAs, and taxable accounts, and even more if you are married!

Like most, you have probably used investment vehicles such as mutual funds and exchange traded funds over the years to accumulate a good portion of your assets.  Though these are wonderful investment vehicles, they lack something that would be a great benefit to your portfolio which you may not realize is possible…

Personal Customization

Mutual funds and exchange traded funds are not made with you in mind but are created for a wide range of investors who are different from one another, and more importantly, YOU.  Since your goals, risk appetite, investment time horizon, and personal situation is unique to you, shouldn’t your portfolio be as well?

We offer high net worth investment solutions which can be customized to

Your Particular Goals and Values

This customization enables you to have an overall portfolio which…

  1. Is either entirely or mostly made up of individual securities instead of funds
  2. Could exclude companies or industries which do not align with your values
  3. May reduce your income taxes instead of getting mutual fund year end capital gain surprises that increase your taxes
  4. Is coordinated across all your investment accounts, with appropriate type of holdings in different accounts
  5. Can include a customized income plan to fund all your investment and retirement goals, taking into consideration which account will fund each particular goal over time in a way which minimizes tax liability
  6. Could lessen or eliminate the problem of securities overlap that exists with mutual funds

You have worked hard over the years to accumulate your investments.  Isn’t it time to have a portfolio that is customized to YOU  instead of a cookie cutter fund portfolio?

Click the button below to set up a complementary initial appointment to discuss customizing your portfolio.

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

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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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