ASSET MANAGEMENT

Expertise, consistency and fresh perspectives

The sum of assets you accumulate in a lifetime can be significant. Meridian is skilled in addressing the unique complexities, concerns and objectives of each of our clients, and committed to helping you achieve your best life. When creating your personalized plan, we use strategies based on key principles such as the importance of diversification and the central role of asset allocation in managing risk. Because we’ve managed assets through a wide range of market cycles, we understand the importance of adopting a long‐term, disciplined perspective and maintaining a consistent approach.

Asset management services at Meridian include:

• Advanced Portfolio and Investment Analytics
• Tax‐Sensitive Investing
• Alternative Investments
• Concentrate Stock / Risk Management