Meixler Investment Management, Ltd.

The firm provides discretionary investment advisory and financial planning services to individuals, high‑net‑worth clients, trusts, estates, and business entities, and also sponsors a wrap‑fee program. It reports about $228 million in discretionary assets under management and conducts regular client meetings and account reviews.

Its investment process combines fundamental, technical, and cyclical analysis and employs a range of strategies including long‑ and short‑term trading, options, and the use of margin/borrowed positions in separately managed accounts. Portfolios are constructed from ETFs, mutual funds, individual stocks and bonds, and are reviewed at least quarterly with the opportunity for clients to impose reasonable restrictions.

Distinctive features include an unusually high client load per advisor—well over 500 clients for the firm’s lead advisor—which is atypical for peers and can influence trade aggregation and service workflows. The firm’s role as a wrap program sponsor together with explicit use of derivatives and borrowing in separately managed accounts is rare among similarly sized supported advisors.