Hal Meyer
Contact Hal by calling (503) 222-9737 or email
hmeyer@investwithstrategic.com
Background:
20 years of experience in the financial industry
Investment Advisor Representative (IAR)
MS in Finance from The George Washington University
Hal Meyer is one of Strategic Group's Financial Advisors and works primarily as an analyst. Hal specializes in:
- Research
- Financial Planning
- Fundamental analysis
- Portfolio Management
- Options
Why I am a Financial Advisor:
I got into financial advising in an unexpected way. At the time, I had been in the financial industry in an analytical capacity, when Bill invited me to join his company as an advisor. To me, the transition was very easy as I had experience with portfolio modeling and I knew what kind of news and fundamental data influenced market returns. What I find most satisfying in my career is working and helping people achieve their financial goals. It’s always nice to pick a stock that goes through the roof, but without our clients to share this with, the job wouldn’t be as satisfying.
What makes us different than other firms is that we actually watch investments all day long. Our buy and sell decisions aren’t right all the time, but we stick to our core values of protecting principal. Yes, you have to give investments a little wiggle room, but capital preservation is truly what separates us from others. The cost to this strategy is we do give up some upside potential; however, this strategy works well in unpredictable and erratic markets. On a further note, we are looking at our clients’ portfolios on a daily basis, and each portfolio is different. We do this regardless of the portfolio’s value, since each client is as important as the guy next to him. I also think we communicate well with our clients and offer great advice.
Personal:
After graduating in 1985 from the University of Florida with a degree in Mechanical Engineering, Hal was commissioned as an Ensign in the United States Navy. He served almost eight years on active duty as a Naval Aviator. In 1993, he transferred his commission from the regular Navy to the Naval Reserve and served for another eight years as a weekend warrior. After reaching the rank of Commander, Hal elected to take an early retirement with almost 16 years of continuous service.
As a father of three children, Hal spends his 'spare time' coaching baseball, basketball and soccer. His hobbies include: biking, swimming, snow skiing, golf and playing chess.
