Myers Capital Management, Inc

Overview

Myers Capital Management, Inc. operates as an independent, privately owned registered investment adviser that focuses on individual and family relationships. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. It also functions as an insurance broker and offers fee arrangements that include a percentage-of-AUM model, hourly charges and fixed fees. Filings classify the firm as a capital allocator, and its advisory activity is concentrated in non-discretionary relationships. The combination of insurance brokerage and advisory services suggests the firm structures client solutions around planning and risk-transfer products as well as discretionary and non-discretionary investment advice.

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