Meeder Edge Investment Consulting services allow you to leverage our holistic, time-tested approach to investment management and our nearly 50 years of investment experience to work for you. Meeder works with you to develop broadly diversified portfolios using best-in-class investment solutions.
Submit your information below to request a brief meeting with your Meeder regional consultant around Meeder Edge Investment Consulting services and solutions.
Competing in today’s ever-changing and challenging environment is not easy. The issues you face as a financial advisor are increasing every day.
- Higher levels of commoditization
- Race to lower-cost products
- Heavier and more intrusive regulations
- Rising costs for research, development and personnel
- Volatile financial markets at home and abroad
Click here to get the white paper: The Case for Outsourced Investment Services for Financial Advisory Firms
We structure our customized 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
Meeder combines your unique perspectives and client needs to design a set of solutions which are customized to your specifications—while meeting the rigorous demands for improved efficiency and scalability. These portfolios can be invested in a diversified number of investment vehicles with the research, guidance and analytics of Meeder Investment Management and your Investment Policy Committee.
» Comprehensive current model analysis
» Current vs. recommended model comparison
» Portfolio model recommendation and analytics
» Oversight of models
» Customized marketing collateral and resources
» Fund fact cards and portfolio analysis
» Trade recommendations and watch list
» Investment committee meetings and portfolio review
» Market commentaries and views from the Meeder investment team