Investment Management

We build relationships with people, not just their money.

Listening to you and your family

The first step is getting to know you. What is important to you? What is your investment history? Do you consider yourself to be a conservative investor, an aggressive investor, or somewhere in between? We want to hear and understand you.

Defining your investment goals and constraints.

We help you articulate your goals after analyzing your financial situation. We consider your tax situation, investment time horizon, risk tolerance, and other circumstances unique to you.

Formulating a customized investment plan

Your investment plan will be customized based upon your goals, risk tolerance, and liquidity needs. We then determine an asset allocation designed to meet your goals.

Selecting specific investments

We select and continually monitor the specific investments in your portfolio. Our careful analysis will determine the optimal stocks, bonds, mutual funds, and ETFs to reach your goals.

PERSONALIZED FOR YOU

Investment Management

We provide personalized investment management services for all your financial needs, including personal accounts, retirement plan accounts, rollover IRAs, trust accounts, and college funding strategies, just to name a few.

We are devoted to finding a long-term investment plan built specifically to help you reach your goals.

Let Us Take Care Of You.

Contact Meridian.