Click here to learn more about Meeder Edge Investment Consulting.

Meeder Edge Investment Consulting - your partner in providing scalable and efficient solutions to elevate your business.

In an Environment of Change
Competing in today's ever-changing and challenging environment is not easy. The challenges you face as a financial advisor are increasing every day.

Higher levels of commoditization

Low-cost or no-cost products

Heavier and more intrusive regulations

Expensive research, development, and personnel costs

Continued market volatility at home and abroad

A New Type of Partnership
We structure our consulting solutions around you and your clients ensuring that you are involved every step of the way. When you leverage Meeder's expertise, you benefit from a long-term partnership as your advisor team's requirements guide the way to:

Build scale and provide efficiency

Provide business development support, research, and timely advice

Create a unique set of investment strategies and solutions

Deliver institutional asset management


Services and Support Offerings

Comprehensive current model analysis

Current vs recommended approach

Questionnaire and initial consultation

Portfolio model recommendation and analytics

Investment policy statement

Oversight of models

Initial on-site meeting at Meeder home office

Customized marketing material

Portfolio fact cards and model analytics

Trade recommendations and watch list

Investment committee meeting and portfolio review

Market commentaries and marketing support

Click here to take a drive with Meeder.

The Meeder Investment Positioning System (IPS) guides the investment process for certain Meeder Funds.

Just as a navigation system or GPS operates in a vehicle, Meeder IPS is designed to help investors get to their destination with less risk and greater confidence. Using a proprietary, model-driven, multi-discipline, multi-factor approach, Meeder IPS constantly monitors investment opportunities and risk and suggests a favorable route based on current market conditions.

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Each day, Meeder analyzes and ranks over 70 different factors from our short, intermediate, and long-term models. The dynamic statistical model incorporates factors covering macroeconomic, fundamental, trends and technical analysis to estimate the potential reward and marketplace risk of the equity markets. The Meeder Spectrum, Muirfield, Balanced, Moderate Allocation, and Conservative Allocation funds utilize this strategy for the Defensive Equity portion of their portfolios. The Defensive Equity Strategy guides the allocation of each fund’s equity sleeve and the actual proportion of equity investments in any fund will vary depending on the investment objectives of the fund.

Click here for a closer look at our InvestmentView Dashboard.

Click here to view our mutual funds.

Investment Solutions
Meeder offers many unique investment products in a variety of different distribution methods to help implement our investment management solutions.

Holistic Approach
Meeder utilizes a multi-disciplined, multi-factor approach to portfolio construction, which distinguishes us from most managers in the marketplace. Our models are constructed to incorporate a "weight of the evidence" approach, relying on multiple disciplines such as trend and momentum factors, together with macroeconomic, sentiment, valuation, and fundamental indicators. When considered individually, each of these approaches are valid and have produced solid results over time but can often be out of sync with each other and the market. Therefore, we incorporate components from each of these disciplines for a more holistic approach.

Click here to learn more about Private Wealth.

Meeder offers personalized solutions tailored to investors’ unique objectives. Backed by nearly 50 years of investment expertise, Meeder Private Wealth portfolios optimize investing in four ways:

 

1. Portfolio Customization
Build portfolios to match unique goals and objectives
Separate portfolio for each client

2. Tax Management
Actively manage and maximize after-tax wealth
Harvest losses to create tax asset

3. Risk Management
Manage account in harmony with total household
Diversify risks in and outside current portfolio

4. Investment Management
Experienced and deep portfolio management team
No proprietary products

Click here to learn more about Meeder Edge Retirement Plan Services.

Meeder Retirement

Meeder has been committed to the needs of retirement plans and participants since our firm opened in 1974.

Our first clients were small retirement plans and we continue to work with those groups today both individually and alongside financial advisors. Additionally, we have expanded our capabilities to include large retirement plans and solutions to help retirement plan sponsors meet their fiduciary obligations.

The retirement plans services team:

Provides industry expertise to assist with decision making

Offers comprehensive managed account investment solutions

Helps trustees craft their best fitting plan

Strives to keep participants appropriately invested

Consults with clients regularly on fiduciary responsibility

Offers enrollment and education assistance