Personalized Solutions Tailored to an Investor’s Unique Objectives
Meeder Tax Managed Portfolios: Active tax management to help optimize investors’ outcomes
Sophisticated investors can present complex challenges. Meeder Tax Managed portfolios help financial advisors capture business and gain efficiency with personalized investment solutions specially created for affluent clients.

Meeder creates a customized, Separately Managed Account (SMA) designed around each investor’s personal goals—considering their risk profile, investment horizon, tax management needs, income, and more.
Meeder Tax Managed portfolios optimize investing in four ways:
Portfolio Customization
» Build portfolios to match unique goals and objectives » Create a separate portfolio for each client » Achieve a greater level of control using Individual equities
Tax Management
» Maximize after-tax wealth » Harvest losses » Create a unique tax budget for each individual client
Risk Management
» Diversify risks in and outside current portfolio » Drive ongoing communication to accommodate changes in outside risk
Investment Management
» Experienced and deep portfolio management team » No proprietary products
Collaborating from discovery to deliver
Meeder’s proven 5-step private wealth process ensures we gain a deep
understanding of your client’s financial situation—so we can personalize
a portfolio based on market, risk, and lifestyle parameters.
DISCOVERY
Understand client’s unique needs and objectives.
DIAGNOSIS
Create a detailed, data-driven proposal.
DESIGN
Develop custom investment portfolio.
DEPLOY
Validate portfolio and manage deployment.
DELIVER
Provide active management and fiduciary oversight.
The Meeder Difference
Our seasoned investment team builds portfolios around each client’s unique investment 
goals and objectives. With a thorough understanding of the client, we tailor the portfolio 
to their market and risk parameters. Within the custom equity allocation, clients have 
the ability to exclude certain stocks or sectors, as well as manage around concentrated 
positions. The customized portfolio ensures the client has a solution truly built for them.
With Meeder, we build a custom tax transition portfolio to address a range of investment needs.
» Custom tax management
» Ability to fund portfolio with existing securities
» Manage around existing securities
» Include/Exclude specific securities
» Manage to a customized benchmark
» Transparency
» Direct ownership of equity
Meeder Tax Managed Portfolios provide investors with the benefits of both 
customization and access to non-proprietary investment offerings in a single portfolio.


Learn more. Contact us today.