Managers

Meridian's Investment Managers have an average of more than 15 years investment industry experience. In order to see specific qualifications, please view our attached bios. Our managers offer experience in a variety of investment strategies designed to meet a wide range of investment objectives.

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Approach

Meridian utilizes Modern Portfolio Theory (MPT) techniques to create client portfolios. This offers clients an attractive trade-off between risk and return because we combine investments from multiple asset classes to create portfolios that offer the highest expected return given their chosen level of risk tolerance.

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About us

Meridian Asset Management was founded in 1998 in Salt Lake City. Meridian has grown significantly by reaching out to clients looking for a risk-managed approach. We offer personalized account management and seek to provide each client with the proper investments to meet their growth objectives, while also considering their tolerance for risk.

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