Meeder Investment Management

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

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.

Product Materials

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Meeder Private Wealth

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