Meeder Private Wealth—the optimal solution for investors
At Meeder, we have been helping investors improve their investment outcomes for more than 45 years. Private Wealth Management is a customized separate account portfolio that is engineered for each client’s personal goals with a focus on risk management, investment selection, and tax efficiency.

CUSTOMIZATION

»  No "one size fits all" approach

» Portfolio built to the client's goals and objectives

RISK MANAGEMENT

» Manage around concentrated positions

» Exclude stocks, sectors or industries

INVESTMENT MANAGEMENT

» Transparent and unbiased approach

» Deep and experienced investment team

» No proprietary investments

TAX EFFICIENCY

» Tax loss harvesting and gain deferral

» Ongoing tax management

» Maximize after-tax wealth

Product Materials
Please check out below where we have provided materials with information on our products.

Meeder Private Wealth

Brochure

Private Wealth Management Brochure Preview

Meeder Private Wealth Management

Income Solutions

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Meeder Private Wealth

Scenarios and Solutions

Scenarios and Solutions

Meeder Private Wealth Management

Custom Separate Accounts

Custom Separate Accounts preview

Investment Commentary

At Meeder we understand the importance of communication. Below is a link to our Investment Insights section, where our team collaborates to provide regular commentary in order to assist you on your financial journey. 

Investment Insights
Educational Resources

At Meeder we understand that education is a necessity in order to achieve your goals. Below you will find our Educational Resources section.

Opportunity in Tax-Exempt

Municipal Bonds

Opportunity in Tax-Exempt Municipal Bonds Preview

 Tax Preparation

 

PWM Tax Preparation Preview

Negative Interest Rates 

Negative Interest Rates Preview

Understanding Risks During Retirement

Understanding Risk During Retirement Preview

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 personalized portfolio ensures the client has a solution truly built for them.
WITH MEEDER PRIVATE WEALTH, WE BUILD CUSTOM PORTFOLIOS TO ADDRESS A RANGE OF INVESTMENT NEEDS.
» Socially responsible investing
» Ability to fund portfolio with existing securities
» Manage around existing securities
» Include/Exclude specific securities
» Manage to a personalized benchmark
» Custom tax management
» Direct ownership of equity
» Transparency