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Commoda Tua Ante Nostra. Your Interest Before Ours. It's all about trust. Faithfully serving clients nationwide for over 50 Years. What is a Fiduciary? From the time my grandfather founded the firm over 50 years ago, our duty as a fiduciary has guided us every step along the way. Thomas Meyer, CEO. Financial Planning Team led by Patricia Sperduto CFP MBA AIF. Secure client portal provides detailed account data including performance. What would you like to do when you retire? Move to a vacation spot?

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Commoda Tua Ante Nostra. Your Interest Before Ours. It's all about trust. Faithfully serving clients nationwide for over 50 Years. What is a Fiduciary? From the time my grandfather founded the firm over 50 years ago, our duty as a fiduciary has guided us every step along the way. Thomas Meyer, CEO. Financial Planning Team led by Patricia Sperduto CFP MBA AIF. Secure client portal provides detailed account data including performance. What would you like to do when you retire? Move to a vacation spot?

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1 about us

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4 portfolio

5 planning

6 reporting

7 discretionary and non discretionary

8 fee only accounts

9 think

10 travel the world

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Commoda Tua Ante Nostra. Your Interest Before Ours. It's all about trust. Faithfully serving clients nationwide for over 50 Years. What is a Fiduciary? From the time my grandfather founded the firm over 50 years ago, our duty as a fiduciary has guided us every step along the way. Thomas Meyer, CEO. Financial Planning Team led by Patricia Sperduto CFP MBA AIF. Secure client portal provides detailed account data including performance. What would you like to do when you retire? Move to a vacation spot?

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mcgeeney.meyercg.com

The Daily Dose

Welcome To The Masters. I thought when the Masters started it was the real start of spring? I guess Mother Nature didn’t get the memo this year. The Masters at Augusta is a perfect segway to the Golden Bear and my S R=O Investor Equation: “Success depends almost entirely on how effectively you learn to manage the game’s two ultimate. Volatility Charts of the Day. Not An April Fools. It’s a bird. It’s a plane. It’s an uncontrollable international Chineses space station. A 9&#...Next Page ». By signing up,...

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Commoda Tua Ante Nostra. Your Interest Before Ours. It's all about trust. Faithfully serving clients nationwide for over 50 Years. Financial Planning Team led by Patricia Sperduto CFP MBA AIF. Secure client portal provides detailed account data including performance. What would you like to do when you retire? Move to a vacation spot? See more of family? How will you achieve your retirement dreams? Evaluate your options and make a plan. Don’t leave it to chance. CFP MBA AIF 2. CFP MBA AIF 3.

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ABOUT US

http://www.meyercg.com/about-us.html

Is a fee-only investment management and financial planning firm. Our mission is to understand each client's needs and objectives and then deliver superior customer service. We are strongly committed to helping you protect your wealth using a thorough and disciplined investment approach. During its early years, in addition to providing financial advice, MCG created and managed an equity mutual fund that ultimately became, through acquisition, the Vontobel US Value Fund. Investment management is a relation...

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FIDUCIARY

http://www.meyercg.com/fiduciary.html

A fiduciary duty is the highest standard of care at either equity or law. A fiduciary is expected to be extremely loyal to the person to whom he owes the duty (the principal): he must not put his personal interests before the duty, and must not profit from his position as a fiduciary . . . . . . . Ever since my grandfather founded the firm over 50 years ago, this principal has guided us every step along the way. . . . . . . . Put the client’s interest first at all times. 525 Route 73 North.

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DISCLOSURE

http://www.meyercg.com/disclosure.html

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). 525 Route 73 North. Marlton, NJ 08053.

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APPROACH

http://www.meyercg.com/approach.html

Where Do We Start. Developing an investment Strategy. Implementing an Investment Plan. Weekly Portfolio Strategy Groups. What Makes Us Different? Discretionary and Non-Discretionary Accounts. Our Client Portal, Website and Daily Blog. Are You a Candidate? 525 Route 73 North. Marlton, NJ 08053.

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