Meridian designs personalized strategies to help our clients achieve their financial objectives.
PLANNING FOR THE FUTURE:
The Ongoing Process
In both investing and life, the only thing that is certain is change. Marriage, career changes, parenthood, retirement, illness and many other life events all affect your financial situation. At Meridian we are with you through each of these changes. We encourage you to meet with us at least once a year to review your investments and personal situation. Many clients prefer to meet with us more frequently. These meetings confirm that our recommended strategies continue to be appropriate for you.
As markets move up and down we will occasionally rebalance your investments back to the recommended asset allocation targets. This maintains your investment strategy at the appropriate level of risk. Your account is reviewed continually by Meridian’s team of investment managers.
Monitoring the individual investments is the final link in the process. Our investment monitoring process is ongoing and comprehensive. Every mutual fund, stock, and bond we use is reviewed at least four times per year for changes in performance, risk, management, and many other criteria.
me • rid • i • an
n. A point or period of highest development,
greatest prosperity, success
FINANCIAL SECURITY FOR YOUR FUTURE
Trust. Loyalty. Transparency.