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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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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