OUR APPROACH

Where to next?

Where Do We Start

 

Defining Your Objectives

Developing an investment Strategy

Implementing an Investment Plan

Ongoing Communication

 

The Investment Process

 

Monthly Investment Committee

Weekly Portfolio Strategy Groups

Daily Relationship Teams

 

Our Fees

 

Fee-Only Accounts

Highly Competitive

No Hidden Fees

What Makes Us Different?

 

Discretionary and Non-Discretionary Accounts

Risk Tolerance Assessment

Alternative Core Allocation

Our Client Portal, Website and Daily Blog

 

Are You a Candidate?

Your Initial Consultation

The Next Steps

MEYER Capital Group

525 Route 73 North

Suite 312

Marlton, NJ 08053

info@meyercg.com

© 2013 All rights reserved. Meyer Capital Group