A complete list of active advisors currently associated with Thomas Meyer Investments

Warmer can help you find a great advisor at Thomas Meyer Investments or one who fits your needs even better.

Thomas Meyer Investment Management LLC manages approximately $2.1 million for a small client base and provides ongoing portfolio management to individuals, high-net-worth clients, and business entities. The firm creates written investment policy statements tailored to client goals and offers both discretionary and non-discretionary services, typically charging percentage-of-AUM fees common among independent advisers. The firm emphasizes equities and uses technical analysis together with an algorithmic trading strategy, and it may employ options as part of its investment programs. Accounts are reviewed at least quarterly with rebalancing as needed, the firm requests trading discretion from clients, and it uses a third‑party platform to manage held‑away retirement plan participant accounts while directing custody to platforms such as Altruist or Charles Schwab. Noteworthy features relative to peers include the combination of algorithmic/options strategies with a very small advisory footprint and an affiliated, free Substack newsletter, AlgoTrendTraders, that publishes weekly trend‑following charts without making recommendations. The brochure also discloses a prior regulatory order (August 2012) involving a misstatement on a registration application, with the principal consenting to findings and the registration denied without prejudice, a disclosure that is uncommon among similar independent firms.

To learn more about the advisors currently working at Thomas Meyer Investments, 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.