INVESTMENT PROCESS
Meyer Capital Group’s investment process is comprehensive, team-based and personalized. We are committed to building an investment framework around each client's unique situation and we will assign a dedicated and experienced team of investment professionals to deliver appropriate financial solutions to every client.
Working with you to assess your financial situation, our investment process begins by defining objectives and reviewing your current assets, income and debts. Once your short-term and long-term goals are defined, we will combine investment objectives that match your level of risk tolerance with a personalized asset allocation strategy. After establishing your strategy, we will begin to build your portfolio, as directed by your portfolio manager. Employing a variety of tools, including our due diligence process, we will collaborate in a team environment to determine ideal positions for your portfolio. A client’s portfolio may include any of the following: mutual funds, ETFs, stocks and bonds. One size does not fit all. We select investments to meet your goals.
Initial Public Offerings (IPO)
An initial public offering or stock launch is a public offering in which shares of a company are sold to institutional investors and usually also retail investors. An IPO is typically underwritten by one or more investment banks, who also arrange for the shares to be listed on one or more stock exchanges.
Meyer Capital Group does not solicit clients to participate in Initial Public Offerings; however, if there is an offering in which you would like to participate, please contact us directly. You may also contact Schwab for more information or a list of pending Initial Public Offerings.
Tax loss harvesting and managing tax-efficient portfolios are also important parts of our process. We will consult with your CPA or tax attorney to determine your optimal tax situation and the best way to proceed for your specific circumstances.
Communicating with you is an integral part of our investment process. Meyer Capital Group offers email correspondence, webcasts, video conferencing, telephone and in-person meetings, depending on your needs. To ensure client success and satisfaction, you are assigned a client service team so someone is always available to answer your questions or assist you with your requests.
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Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org
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