We have successfully navigated market cycles with clients for nearly five decades and through nearly every type of market environment. Our time-tested experience has driven our deep understanding of the importance of taking a holistic approach to managing investments. We believe in a multi-faceted approach utilizing multiple factors impacting the markets. We implement this approach through numerous channels to help you achieve your unique investment goals.
Whoever you are, whomever you serve, wherever you’re going—we’re here. With you and for you, step for step, no matter what. We always have been. And we always will be.
You are passionate about your business and clients. Building your financial advisory practice may be as demanding as it is rewarding. The success of your practice is a top priority for you and for Meeder Advisor Consulting—we are here to serve as your trusted partner.
At Meeder, we understand it can be challenging to balance research and regulatory demands with exploring new ways to grow your financial advisory practice and serve your clients. Consider us your ally, your business development partner. We work alongside you with insights, life cycle investment solutions, and ongoing collaboration to help you grow a thriving, reputable practice.
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Separately Managed Accounts
Public & Private Institutions
When you outsource portfolio construction to Meeder, your requirements will guide the long-term success of our partnership. Our team is committed to bringing you the full resources of our firm. We help you build scale and provide efficiency through business development support, research, and timely advice. We create customized investment strategies and solutions designed to innovate and grow your practice, often working against rigorous regulatory needs.
Meeder utilizes a multi-disciplined, multi-factor approach to portfolio construction. 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. We combine these disciplines for a more holistic approach that seeks to improve investor outcomes.