Meyers-Grade Investments is a Registered Investment Advisory firm in Texas and California. We were incorporated in Delaware as a Limited Liability Company in January of 2006.

As a Registered Investment Advisory firm, Meyers-Grade is dedicated to providing its investors with opportunities that are appropriate for their particular financial objectives, and is committed to the highest fiduciary standards.

INVESTMENT SERVICES

We currently specialize in individual portfolio management, advising clients in both custodial and independently-held accounts.  We also offer periodic evaluation and rebalancing for pre-existing portfolios, utilizing both fundamental and technical analytics.  

Custodial accounts are held by Interactive Brokers, LLC.

Meyers-Grade Investments has several years of experience managing fund-level as well as individual client portfolios, including its own investment fund, conceived in January of 2006. This partnership focuses on equities and equity derivatives, and was closed to outside investors in early 2009.

TAX PREPARATION

Our firm also offers tax preparation services to new and pre-existing clients.  We work exclusively with enrolled agents. Our chief preparer has over 20 years of tax and investment expertise, and is also a Certified Financial Planner. 

For more information please contact us at info@meyersgrade.com.