Meixler Investment Management, Ltd.

Meixler Investment Management, Ltd. is an independent investment adviser established in 2013, located in Show Low, AZ. The firm specializes in providing a range of investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and various business entities. Led by Michael Meixler, who brings 30 years of experience, the firm offers comprehensive portfolio management services, including financial planning and consulting. Investment strategies employed include long-term purchases, short-term purchases, trading, short sales, margin transactions, and options. Meixler Investment Management manages $189,656,766 on a discretionary basis as of December 31st, 2024. The firm charges annual fees based on a negotiated percentage of assets under management, not exceeding 1.70%, billed quarterly in advance. Clients have the option to place reasonable restrictions on investments. The firm acts as a fiduciary and does not accept performance-based fees. Clients are encouraged to review account statements provided by the qualified custodian, Charles Schwab & Co., Inc., and have the ability to direct brokerage. The firm conducts quarterly reviews of client accounts, votes client proxies, and maintains high ethical standards outlined in its Code of Ethics. Meixler Investment Management does not have any disciplinary events to disclose and does not provide cash or non-cash compensation for client referrals.