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

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

paul-intro

Schedule Introductory Meeting

The Myers Cap Post

  • Leading Economic Index Again Declines in February
  • Fed Decision And The Banking Crisis
  • Fed Raises Interest Rates Again Today
  • Inflation Lower In February
  • Banking Crisis Averted, But Risks Remain
  • February Unemployment Report and Inflation
  • February Suggests We May Not Be In A Recession Yet
  • January Retail Sales Jump
  • Recession… Is It Coming Or Here Already?
  • Opportunity in Growth, Value, or Both?
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]