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.