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Creating Optimal Solutions for Investors
MEEDER PRIVATE WEALTH
Meeder Private Wealth possesses a deep understanding of the unique challenges faced by high net worth investors. Our goal is to assist financial advisors in capturing business opportunities and enhancing operational efficiency by offering personalized investment solutions tailored specifically for affluent clients. We understand that private wealth management requires a personalized approach, as each client has unique goals and objectives. Consequently, we construct portfolios that are specifically tailored to match their individual circumstances.
We recognize that clients' goals and objectives may evolve over time, and our Private Wealth accounts offer the flexibility to adjust and adapt accordingly. We believe in taking a holistic approach to risk management, gaining a comprehensive understanding of each client's financial situation. By having a deep understanding of their complete financial picture, we can effectively manage their investments while maintaining their desired risk profile. Our portfolio management can accommodate concentrated positions, allowing us to exclude specific stocks, sectors, or industries, ensuring the portfolio remains aligned with the agreed-upon risk profile.
We recognize that clients' goals and objectives may evolve over time, and our Private Wealth accounts offer the flexibility to adjust and adapt accordingly. We believe in taking a holistic approach to risk management, gaining a comprehensive understanding of each client's financial situation. By having a deep understanding of their complete financial picture, we can effectively manage their investments while maintaining their desired risk profile. Our portfolio management can accommodate concentrated positions, allowing us to exclude specific stocks, sectors, or industries, ensuring the portfolio remains aligned with the agreed-upon risk profile.
Meeder Private Wealth portfolios optimize investing in four ways:
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Portfolio Customization
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Tax Management
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Risk Management
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Investment Management
Differentiated solutions for a better client experience
Unlike typical ETF and mutual fund investing, Meeder Separately Managed Accounts offer comprehensive personalization, risk management and tax-advantaged benefits.
Private Wealth Team
Leadership
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Angelo Manzo, CFA®, CAIA, CFP®
Vice President, Private Wealth – Investments
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Chris Engel
Vice President, Private Wealth – Sales & Consulting
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Sales & Support
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Paul Geiger, CFP®
Senior Private Wealth Consultant
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Kevin Kruse
Private Wealth Consultant
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Lindi Prenger
Supervisor, Private Wealth Advisor Support
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Kendall Theil
Advisor Support Specialist
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Pearlsea Jain
Advisor Support Specialist
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Investment Team
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Steve Mowry, CFA®
Portfolio Manager & Director of Wealth Solutions
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Andrew Caffee, CFA®
Assistant Portfolio Manager
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Mikel Zeidenstein, CFA®
Assistant Portfolio Manager
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Drew Morton
Investment Analyst
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Jake Thielbar
Investment Analyst
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Josh Hunter
Investment Analyst
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Regional Consulting Team
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Meeder Private Wealth may not be suitable for all investors. Investing in securities involves inherent risks, including the risk that you can lose the value of your investment. Past performance does not guarantee future results and there can be no assurance that any investment strategy will achieve its objectives, generate positive returns, or avoid losses. The amount and type of investment restrictions must be reasonable and are subject to acceptance by the adviser. Meeder does not provide tax advice and does not represent that any portfolio design will result in a particular tax consequence. Prospective investors should consult with their personal tax advisors regarding their specific situation and circumstances.
Investment advisory services offered by Meeder Advisory Services, Inc.
Investment advisory services offered by Meeder Advisory Services, Inc.