Charley Meyer

Gestionnaire de Portefeuille-Actions chez

Plancorp LLC

Finance

Consumer Services

Profil

Mr. Charles F.
Meyer, Sr., is a Director of Institutional Asset Management at Plancorp LLC.
He joined the firm in 2015, he brought with him not only decades of experience in investment management, but also a heart for non-profits and community service.
In 2006 he founded 1926 Investment Advisors and sold his firm to Plancorp in 2015.
Mr. Meyer was previously employed as a President & Chief Compliance Officer by 1926 Investment Advisors LLC and a Managing Director by Bush O'Donnell Investment Advisors, Inc. He has held executive roles in multiple investment management firms during his over 25 years career.
He received his BA degree from DePauw University.

Postes actifs de Charley Meyer

Sociétés	Poste	Début
Plancorp LLC Plancorp LLC Investment ManagersFinance Plancorp’s investment philosophy is grounded in Modern Portfolio Theory. The firm adheres to the passive asset management style of investing and, thus, recommends no-load passively managed mutual funds. They develop customized portfolios based on a long-term asset allocation strategy that is consistent with the client's investment objective and risk tolerance for their investment management clients. The firm typically uses academic-based research in analyzing passively managed mutual funds that it recommends to clients.	Gestionnaire de Portefeuille-Actions	01/02/2015

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Anciens postes connus de Charley Meyer

Sociétés	Poste	Fin
1926 Investment Advisors LLC 1926 Investment Advisors LLC Investment ManagersFinance 1926 Investment Advisors employs a multi-factor asset class investment approach. The firm generally invests clients' portfolios in broadly diverse domestic and international equity and fixed-income funds. They may also use ETFs and foreign securities.	President	01/02/2015
Bush O'Donnell Investment Advisors, Inc. Bush O'Donnell Investment Advisors, Inc. Investment ManagersFinance BOIA offers a Low-Volatility Equity strategy which pursues a low-volatility, long-term investment philosophy for clients who seek to preserve and build assets over time. The firm utilizes a fundamental, bottom-up approach on investments in 15 to 20 US domiciled large- and mid-cap common stocks. They seek excellent, well managed business platforms capable of generating consistent and growing cash flows. BOIA invests in a portfolio of companies that have a proven track record of growing earnings at a credible 9% to 11% per year.	Analyst-Equity	01/01/2006

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Entreprise privées	4
Bush O'Donnell Investment Advisors, Inc. Bush O'Donnell Investment Advisors, Inc. Investment ManagersFinance BOIA offers a Low-Volatility Equity strategy which pursues a low-volatility, long-term investment philosophy for clients who seek to preserve and build assets over time. The firm utilizes a fundamental, bottom-up approach on investments in 15 to 20 US domiciled large- and mid-cap common stocks. They seek excellent, well managed business platforms capable of generating consistent and growing cash flows. BOIA invests in a portfolio of companies that have a proven track record of growing earnings at a credible 9% to 11% per year.	Finance
Plancorp LLC Plancorp LLC Investment ManagersFinance Plancorp’s investment philosophy is grounded in Modern Portfolio Theory. The firm adheres to the passive asset management style of investing and, thus, recommends no-load passively managed mutual funds. They develop customized portfolios based on a long-term asset allocation strategy that is consistent with the client's investment objective and risk tolerance for their investment management clients. The firm typically uses academic-based research in analyzing passively managed mutual funds that it recommends to clients.	Finance
DePauw University DePauw University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
1926 Investment Advisors LLC 1926 Investment Advisors LLC Investment ManagersFinance 1926 Investment Advisors employs a multi-factor asset class investment approach. The firm generally invests clients' portfolios in broadly diverse domestic and international equity and fixed-income funds. They may also use ETFs and foreign securities.	Finance