Meyer Capital Group is an independent "Fee-Only" Registered
Investment Advisor(RIA) and financial planning firm. Our mission is
to understand your needs then deliver superior customer service and
performance. We are strongly committed to helping you protect your
wealth by using a disciplined investment and financial planning
Our firm was founded in 1963 by Clarence Whipple. Now managed by
his grandson Tom Meyer, Meyer Capital Group has been providing
superior financial advice for five decades. We have grown from
managing less than two million in assets to over seven-hundred
million. Today, we have capabilities to provide state-of-the-art
portfolio management, but are still small enough to provide
personal, one-on-one service.
|Firm Start Year:||1963|
|Name of Custodial Firm:||Charles Schwab & TD Ameritrade|
|States Licensed in:||CA,CO,CT,DE,FL,MD,MA,NJ.NJ,NY,NC,PA,RI,TN,VT|
|Number of Years with Current Firm:||32|
|I work with the following types of clients:||401k, Businesses, Individual Investors, Non-Profit Organizations|
|Investment Types:||Alternative Investments, Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Phone, Via Email, At your home, At my office, At your office|
Qualifications & Memberships
|Financial Organization Memberships:||Investment Managers and Advisors Alliance, Paladin Registry|
|Non-Financial Organization Memberships:||Charles Schwab Advisor Network, TD Ameritrade Advisor Direct, Medford Indians MYAA Football Coach,|
|Firm's Number of Clients:||700|
|Firm's Number of Managed Clients:||700|
|Assets Managed by Firm:||700,000,000|
|Advisor's Number of Managed Clients:||700|
Compensation and Fees
|Fee Structure:||Fee Only|
|Minimum Portfolio Size for New Managed Accounts:||250,000|
|Compensation Methods:||Based on Assets, Hourly, Flat Fee|
|Fee % Based on Assets:||1%|
|Additional Details on Charges:||$1,500 Comprehensive Financial Planning Service|
|Organization:||Ronald McDonald House of Southern New Jersey Camden, NJ|
|Position :||Board Member|
|Duration :||January 2012-Currently holding|
Meyer Capital Group (Meyer) is an SEC registered investment adviser located in Marlton, New Jersey. Meyer and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Meyer maintains clients. Meyer may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Meyers web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Meyers web site on the Internet should not be construed by any consumer and/or prospective client as Meyers solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Meyer with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Meyer, please contact the SEC or the state securities regulators for those states in which Meyer maintains a notice filing. A copy of Meyers current written disclosure statement discussing Meyers business operations, services, and fees is available from Meyer upon written request. Meyer does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Meyer web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Meyer), will be profitable or equal any historical performance level(s). Certain portions of Meyers web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Meyer (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Meyer, or from any other investment professional. Meyer is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Meyer is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Meyer by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
Tom Meyer joined the Meyer Capital Group in 1982 and in 1987 he assumed the position of president and CEO.
Tom was recently named as one of 2014 Americas Top 1200 Advisors by Barrons after ranking #11 in NJ. He also has a 5 Star Advisor rating with the Paladin Registry. In the past he received the coveted Dalbar award, was voted to the Barrons Top 100 Independent Advisors list, was ranked as a Premier Advisor and awarded the Customer Service Star by NABCAP in the Philadelphia Business Journal and won a Five Star Professional award in Philadelphia Magazine.
Tom has been frequently quoted in financial news and was featured as the cover story in March 2009 for Financial Advisor Magazine. He was an instrumental contributor for Comcasts top rated financial TV program "Money Matters Today" and he has also been a panelist on several CNBC shows.
Tom is an Accredited Investment Fiduciary (AIF®) and holds the FINRA Series 66 License. He is currently serving on the board of directors for the Ronald McDonald House of Southern New Jersey.
Roy St. Pierre Portfolio Manager
Tim McGeeney Portfolio Manager
Thomas Meyer Chief Executive Officer
Patricia Sperduto Portfolio Manager, CFP
Marianne Rullo Portfolio Manager
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
Barrons magazine ranked Tom Meyer/Meyer Capital Group #11 in NJ. The rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisors investment-picking abilities.
The Paladin Registry is an independent firm that provides free education, search, and documentation services to investors who use the services of financial planners and advisors. The Registry awards its Five Star quality designation to professionals who meet its high minimum standards for credentials, ethics, and business practices. Less than 10% of practicing planners and advisors meet the Registrys minimum standards.
Five Star Professional
Five Star Professional has named Tom Meyer the Philadelphia area recipients of the 2013 Five Star Wealth Manager award. The award winners appear in a special section of Philadelphia magazine. Five Star Professional partnered with Baltimore magazine to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Award candidates were identified by one of three sources: firm nomination, peer nomination or pre-qualification. Five Star Professional relied on internal and external research data, including a survey to registered financial services professionals, and broker-dealers and registered investment advisers in the Baltimore area. Survey recipients were asked to nominate wealth managers they felt were worthy of consideration for the Five Star Wealth Manager award. Each wealth manager was reviewed for disciplinary actions, customer complaints and regulatory actions as reported by regulatory agencies.
Top 100 Register Investment Advisors
Research conducted by Meridian-IQ and reported for REP. Magazine on WealthManagement.com
Thomas C. Meyer and Tim McGeeney of Meyer Capital Group have qualified as a DALBAR Certified Personal Advisors for 2010, a national designation that recognizes financial advisors who have achieved overall excellence in the areas of client trust and satisfaction and possess expertise in the personal finance arena.
Premier Advisor & Client Service Star
The primary focus of our Board of Directors is to serve the needs of the investing public. Our multi-step verification process utilizes independent resources to objectively account for the accuracy and consistency of advisory practices. Comprehensively evaluating and validating twenty categories within a financial advisory practice distinguishes our process. NABCAP's methodology is unique in deciphering advisors because it is primarily objective not subjective. The Board's attention is centered on investor's financial needs and an advisory practice's probability to service those needs. Both investors and advisors can now rely on a trusted standard of excellence to help guide them within the Financial Services Industry. Participating practices may be published and will be compared versus their peers locally, regionally and nationally. Distinguishing characteristics of an advisory practice will include in part, though not exclusively: Mass Affluent or High Net Worth practice Team dynamics- who comprises the team Years of experience Credentials/Designations Minimum investable assets to become a new client Planning philosophy Investment philosophy Risk philosophy Typical percentage of Alternative Investment ownership Fee/Cost structure Customer service Model U4/ADV status
Top 100 Independent Financial Advisors
Barron's ranked Tom Meyer/Meyer Capital Group on of America's Top 100 advisors not employed by a Wall Street brokerage firm. Research was conducted by Winner's Circle, a research firm out of Boca Raton, Fl.
Clean Alternatives By RAY FAZZI At the start of this decade, when advisors seriously considered trying to get their wealthy clients into hedge funds, Thomas Meyer was among the skeptics. Where some saw exclusivity, Meyer saw shadiness. Where some saw outperformance, he saw only managers who were charging an eye- popping 2% of assets and 20% of profit. He was equally skeptical of the things he didn't see: the managers' daily reporting, holdings and liquidity. Thus, Meyer, CEO of Meyer Capital Group in Marlton, N.J., largely steered his clients clear of hedge funds. Instead, he cut a path to uncorrelated alternative strategies through open-end mutual funds. [Thomas Meyer also will tell his story Wednesday, March 4, on CNBC's "On The Money" beginning at 10 p.m.]