A complete list of active advisors currently associated with Meyerowitz Investment Management

Warmer can help you find a great advisor at Meyerowitz Investment Management or one who fits your needs even better.

Meyerowitz Investment Management is a state-registered independent investment adviser led by founder and president Mark Meyerowitz that provides investment management, securities and insurance-related services to individual investors as well as high‑net‑worth individuals, corporations and small businesses. As of December 31, 2025 the firm reported discretionary management of about $9.53 million and serves a small client base (16 clients), offering portfolio construction, ongoing monitoring and custodial arrangements. The firm uses a combination of fundamental and technical analysis to guide investment decisions and implements a range of strategies from long‑term purchases to short‑term trading, including the use of options, margin and short sales where appropriate. It generally manages accounts on a discretionary basis, performs periodic reviews and rebalancing, and coordinates with clients’ tax professionals while declining to provide tax advice itself. Notable aspects of the practice include its solo‑practitioner model with multi‑decade tenure (founded in 1993) and a very small, concentrated client roster, which the brochure indicates results in one primary adviser overseeing all supervisory duties. The firm discloses no outside affiliations or soft‑dollar arrangements, recommends Schwab as a custodian but allows client choice, and does not vote client proxies (clients retain proxy voting responsibility).

To learn more about the advisors currently working at Meyerowitz Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.