Portfolios
Meridian prides itself with the ability to work with clients to achieve clients’ preferred allocations. If a client needs to add, take away, or create a hybrid of any of our approaches, Meridian offers its personalized management.
Managers
Meridian couples managers with 25+ year histories of experience with financial backgrounds in education and innovative new ideas. Our managers offer a variety of investment strategies designed to meet a range of investment objectives.
Approach
Modern Portfolio Theory allows investors the ability to trade off between risk and return by taking a conglomerate of assets in different classes. Using this method, investors can maintain high rates of return while reducing risk.
Note to REO Representatives
We manage equity and fixed income investments. We currently don't offer REO investments, nor do we plan to enter the REO market any time in the foreseeable future.
About Us
First started in 1998 to provide investment advice to a few clients in Utah, Meridian grew with the tech bubble. As conditions changed in early 2000, Meridian adapted and reached out to clients looking for a risk-managed approach. Meridian now manages over 600 accounts across the country, providing clients with management to meet their specific needs.