Myers, Walter L

Walter L. Myers is a registered investment adviser that provides individualized investment supervisory services and written financial planning to individuals, trusts, and business clients. The firm offers portfolio management on both discretionary and non‑discretionary bases and prepares written financial plans following personal interviews.

The adviser uses a proprietary, technical‑analysis based methodology and says its investment philosophy emphasizes value, safety, quality and risk control when selecting individual equities, options, and mutual funds. The brochure discloses that clients choose between a commission schedule and a percentage‑of‑assets fee schedule, and that non‑discretionary accounts require client authorization (typically by telephone) before trades are executed.

What distinguishes the firm from many peers is the disclosure that the adviser may receive transaction commissions (as an agent of a broker‑dealer) and that implementation of financial planning recommendations through the firm can create a conflict of interest. The brochure also notes operational particulars that are uncommon for firms of its type and size — for example, the principal maintains part‑time employment outside the advisory business — and the adviser serves a limited number of clients with a proprietary, individualized approach rather than relying on third‑party models.