Strategies
Meridian Investment Managers are experienced at utilizing a wide array of investment strategies and vehicles to create portfolios that match the specific desires and needs of each client. We utilize our "core" conventional strategies with most clients, but use other "altenative" strategies (combined with our core strategies) for clients who have a higher tolerance for risk.
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.
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.