With you.
For you.

With You
Life is complicated. Whether you are seeking financial solutions for yourself, your business, or your constituents, you need an ally—a partner who works alongside you and understands what is at stake. Together, we will help you connect the dots and plan your financial life, keeping you informed and empowered.
How can we help? Explore investment solutions that align with you:
Advisor Consulting
We help financial advisors grow thriving practices with proven strategies.
Public Funds
We help public entities implement investment plans tailored to fit their needs.
Wealth Management
We help individuals and families achieve lifelong financial wellness.
Why Meeder

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.

49
Years
Nearly half a century of managing investments means we have seen just about every type of market environment. We understand how to help you anticipate what lies ahead for smart investing opportunities. 
+$48
Billion
Public entities, institutions, financial advisors and individual investors like you have trusted our team with more than $48 billion in assets under advisement as of December 31, 2022.
125+
Associates
When working with Meeder you will be able to access the collective knowledge of over 125 dedicated associates on our investment, service and distribution teams. 
Meeder History
When Robert Meeder Sr. founded the firm nearly 50 years ago, he did it with you in mind. Even then, he believed clients deserved better solutions and better outcomes for their unique wealth planning and investment goals.
Since 1974, we’ve been committed to delivering on that principle—providing individuals, public entities, and financial advisors with customizable, highly-tactical Defensive Equity strategies. We’ve grown our team and capabilities to offer you an expanded suite of investment solutions, including mutual funds, investment portfolios, separately managed accounts, and cash management solutions. 

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.
Culture  |  Philanthropy  |  Core Values
Meeder is not just an investment management firm. We take pride in our ability to create unique solutions for our different types of clients and partners. We truly value our clients, our people and our communities. Meeder associates enjoy a dynamic working environment that is built on our five core values:

» Do The Right Thing
» Driven and Results Oriented
» Relationships Matter
» Continuous Improvement
» Discipline

Meeder works every day to ensure that all associates demonstrate and meet these values. We never compromise our Meeder core values.
We value our people

Our employees are our family. At Meeder, we foster a positive, growth-based culture that promotes healthy work/life balance. Taking care of our people helps us take better care of you.

We value our clients

We ask questions and listen intently to understand your business and your priorities in a way that you know you understand what is important to you. We use our insight and expertise to craft custom solutions for the best outcome.

We value our communities

We are only as successful as the communities we serve. We give back with philanthropic support to organizations.

Build portfolio diversity as unique as you are.
MUTUAL FUNDS
Being with you and for you means we want you to have the best possible funds, spanning a wide range of assets. And when we couldn’t find many in the marketplace? We made our own.  Our very own Meeder Funds serve as the solid foundation you need for a customized, balanced, and diversified investment portfolio.

The Meeder Funds date back to 1985 and include mutual funds that span a range of asset classes. Combined, these funds can serve as building blocks of a diversified investment portfolio.

Click here to view a table of all of our Meeder Funds offerings.

Click here to view the individual Meeder Funds fact pages.

Click here to find additional Meeder Funds resources.
Leadership
Leadership Team
Bob Meeder
President and Chief Executive Officer
Adam Ness
Chief Financial Officer and Chief Operating Officer
Tim McCabe, Esq.
Chief Legal Officer
Susan Meeder
Chief Administrative Officer
Jason Click, CFP®
Senior Vice President, Meeder Public Funds & Meeder Wealth Management
Dan O'Toole
Senior Vice President, Head of Advisor Consulting
Leah Curtis
Chief Marketing Officer
Kelly Hoy
Vice President, Human Resources
Investment Team
Funds & Portfolios
Joe Bell, CFA®, CMT, CFP®
Chief Investment Officer, Funds & Portfolios
Ted Clark
Vice President, Investment Consulting
Shivam Sinha
Director, Quantitative Research
Aneep Maniar, CFA®
Portfolio Manager
Sean Allen, CFA®, CAIA®
Assistant Portfolio Manager
Jacob Savage
Quantitative Analyst
Todd Glover, CFA®
Portfolio Specialist
Chris Slavik
Senior Investment Analyst
Drew Haggerty
Equity Analyst
Dale Smith, CFA®
Chief Investment Officer Emeritus, Funds & Portfolios
Investment Team
Public Funds
Jason Headings, CMT
Senior Vice President
Jason Szabo, CFA®
Director of Fixed Income
Jacob Billhartz, CFA®
Portfolio Manager
David Meserve
Portfolio Manager
Andrew Musselman, CTP®
Portfolio Manager
Robert Techentin
Credit Research Manager​
Geoffrey Barden
Senior Fixed Income Analyst
Wil Brown
Fixed Income Analyst
Brian Hoover
Credit Analyst
Riley Littlefield
Investment Analyst
Investment Team
Private Wealth
Angelo Manzo, CFA®, CAIA, CFP®
Vice President, Private Wealth – Investments
Steve Mowry, CFA®
Assistant Portfolio Manager
Andrew Caffee, CFA®
Assistant Portfolio Manager
Drew Morton
Investment Analyst
Jake Thielbar
Investment Analyst
Josh Hunter
Investment Analyst