A complete list of active advisors currently associated with Myers Asset Management LLC

Warmer can help you find a great advisor at Myers Asset Management LLC or one who fits your needs even better.

Myers Asset Management LLC provides ongoing portfolio management to individuals and high‑net‑worth clients, preparing individualized Investment Policy Statements and tailoring model allocations to clients’ goals, time horizons, and documented risk tolerances. The firm’s advisory services focus primarily on mutual funds, equities, fixed‑income securities and ETFs and include regular portfolio monitoring and discretionary trading authority when authorized. Investment decisions are informed by a broad mix of methods — charting, fundamental and technical analysis, cyclical and quantitative techniques, and modern portfolio theory — and the firm generally employs a long‑term trading approach. Clients receive written IPS documentation and periodic reporting, and the firm adapts model allocations to client‑imposed restrictions or changing financial circumstances. Distinctive practices disclosed in the brochure include a requirement that clients custody assets at Schwab Institutional, through which the firm receives institutional trading, research and other services that may create conflicts of interest or soft‑dollar benefits. The firm also does not select third‑party managers and does not aggregate (block) trades for multiple client accounts, a practice the brochure notes can sometimes result in less favorable execution.

To learn more about the advisors currently working at Myers Asset Management LLC, 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.