Private Client Services

Value Driven Service without Compromise

Meyers Associates has a roster of experienced Financial Advisors. Our Financial Advisors first priority is to meet our clients’ investment goals and provide them with a sense of financial security. Opening an account at Meyers allows you to create a relationship with an investment professional who will always be there to listen to your concerns and answer your questions.

With the level of personal attention that Meyers provides, you will never be left feeling confused or overwhelmed by the amount of information present in today’s financial environment. This personal approach to financial decisions is the Meyers difference.

Our Financial Advisors are committed to forging close relationships with our clients to ensure that we remain sensitive to their changing needs to assist them in designing and managing their investment portfolios. Serving as a source of timely information and investment ideas, our Financial Advisors will assist our clients in understanding the potential risk and rewards of investment opportunities. We serve our clients through our capabilities and experience with a broad array of equity, debt and hybrid instruments including:

• Initial Public Offerings
• Secondary and Registered Direct Offerings
• Private Placements
• Preferred Stocks
• Mutual Funds
• Convertible Bonds
• Options
• ETFs

Meyers also offers our clients the ability to purchase a wide range of fixed income products based on individual investment parameter and philosophy. Our broad range of fixed income products includes:

• U.S. Government
• U.S. Agencies
• Municipal Bonds
• Corporate Bonds
• Convertible Securities
• Commercial Paper
• Money Market Instruments & CDs

Our clearing firm, Sterne Agee, is a premium fixed income manager who believes in paying attention to global economics, market cycles, and trends. Through this partnership, we have access to an abundant variety of fixed income products.