Meyerowitz Investment Management

Overview

Meyerowitz Investment Management operates as a small, sole-proprietor advisory practice focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and concentrates its client work on individual and family relationships rather than institutional mandates. Investment activity is heavily equity-oriented: the firm’s stated preference and the bulk of its managed assets are held in exchange-traded equities. Meyerowitz Investment Management does not present as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator. The business model and scale suggest hands-on, discretionary portfolio management delivered by a single adviser or very small team.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices