Strategies

Meridian prides itself in its ability to work with clients who have a wide range of investment objectives and appetites for return and risk. We offer the following investment strategies/programs to accomodate these various objectives:

Meridian Strategies and Products

Product Description

Investment Vehicles/Asset Classes Used

Objective

Diversified Mutual Fund Mutual Funds Capital Preservervation up through Aggressive Growth
High Yield Bond Mutual Funds High Income, Moderate Growth
High Quality Bond Mutual Funds Moderate Income, Money Market Alternative
International Equity Mutual Funds Aggressive Growth
Market Timing or Hedging Mutual Funds or ETF's Aggressive Growth
Deep Value Equities Stocks Aggressive Growth
Option Writing Income Stock Options High Income, Aggressive Growth

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