Meyer Handelman Company LLC

Meyer Handelman Company LLC is an SEC registered investment advisor specializing in serving high net worth individuals, trusts, and charitable foundations. Established in 1933 by Meyer Handelman, the firm transitioned to a partnership in 1951 and became an LLC in 2009. The current owners are Richard A. Handelman and Scott M. Handelman. The firm provides continuous supervisory and management services for security portfolios, with most accounts under full discretion. Investment strategies focus on exchange-listed equities, municipal bonds, and U.S. government securities, among others. The firm employs a fundamental approach to investment analysis, emphasizing balance sheets, income statements, and market conditions. Meyer Handelman Company LLC does not engage in performance-based fees and primarily advises individuals, trusts, estates, and charitable organizations. The minimum account size is generally $1,000,000. Fees are negotiable, with a maximum annual fee of 1% and a minimum annual fee of $5,000. The firm practices investment discretion, with clients receiving formal account reviews at least quarterly. Meyer Handelman Company LLC votes proxies in clients' best interests and does not compensate for client referrals. The firm maintains custody of client funds and securities, with a preference for discretionary authority over client accounts. Clients can request specific limitations on investments or proxy voting. The firm's investment philosophy aims to minimize risk through diversification and long-term investing. For more detailed financial information, clients can request a balance sheet.