To get from where you are now to where you want to go financially, you need a plan. Your advisor will teach you to adopt a holistic view of your needs and help you identify the best pathways forward. Together, you’ll develop a customized, comprehensive financial plan that leverages both Meeder insights and industry leading tools to help you navigate retirement and college savings, risk management, and even distribution of your estate when the time comes.

 

Financial Planning

Retirement

College Savings

Retirement Income Distribution

Investment Planning

Risk Management

Estate Planning

Investment planning involves far more than just picking and choosing investments. We work with you to help identify and prioritize your goals and objectives, as well as review your time horizon and risk tolerance, to make sure your portfolio is properly designed. We then determine what allocation of strategic and tactical investment management may be appropriate for your individual situation. Finally, we determine which investment vehicles should be used as we create your portfolio.

Meeder Private Wealth Management creates personalized portfolios that align with the goals and objectives of affluent investors. As an investment concierge, our advisors work with individuals and families to create a deliver a custom-made portfolio designed for each unique situation.

 

Meeder’s concierge approach provides Separately Managed Accounts (SMAs) that are flexible, tax-efficient, and personalized to match each investor’s life stage, values, and plans.

Retirement plans for growing businesses are fraught with complications. You want to give your employees a way to accumulate wealth, while assuring that the complex maze of paperwork and compliance is covered.

 

Consider it solved with retirement plans from Meeder for your company or institution. Turn to our investment professionals to create a unique plan that’s optimized for your business and helps improve employee retirement outcomes.

 

Your Meeder Wealth Management team brings the expertise that small and midsize companies need for designing and managing retirement plans including 401(k)/403(b). As a 3(38) investment manager, we can direct and monitor your plan investments, minimize risk, and provide fiduciary accountability. Put our nearly 50 years of investment management success to work for you today.

Meeder Investment Management provides solutions for corporate and institutional investment programs that offer the detailed expertise, scale and sophistication to uphold your organization’s specialized vision and target outcomes. We can assist with building a comprehensive investment portfolio including:

 

Operating Funds - Our team works with you to not only streamline the investment process, but also develop custom strategies to efficiently manage day-to-day operating funds while adhering to the three principles of safety, liquidity, and yield.

Project Funds - We work with you to fully understand your project and then build a portfolio designed to meet the unique liquidity needs of the project. Additional interest income can help bridge gaps in cost or allow for expansion of the project scope.

Consulting Services - Our team of highly trained financial advisers share independent intelligence on industry best practices and investment options. 

Pension and Retirement Fund Management - Meeder Investment Management has served as a consultant and 3(38) investment advisor to retirement plan sponsors, providing solutions designed to help plan participants achieve a more secure financial future.

Government Insured Deposit Program -  GIDP enables participants to fully insure cash balances up to $25 million per tax ID through a network of carefully selected FDIC-insured banks via a single, convenient account. GIDP offers attractive yields with no market or credit risk, and penalty-free withdrawals every business day. 

Custom Portfolio Management - We provide customized separate account portfolios that are designed to achieve your goals with a focus on risk management, investment selection, and tax efficiency. 

GIDP enables participants to fully insure cash balances up to $25 million per tax ID through a network of carefully selected FDIC-insured banks via a single, convenient account. GIDP offers attractive yields with no market or credit risk, and penalty-free withdrawals every business day.

 

GIDP allows clients to deposit funds into a single, convenient account (“Account”), which in turn will be deposited through the FICA program into multiple banks so the amounts that a single client has on deposit in any single bank through GIDP will never exceed the FDIC insurance amount as set by the FDIC. 

 

GIDP is designed for clients to deposit funds in a fully FDIC-insured bank deposit program that offers a competitive yield and the ability to withdraw funds daily. The program provides access to hundreds of carefully-screened banks via a single, convenient Account.

 

GIDP is not a mutual fund or pooled account; instead, each Account is a separately managed account in which the client directly owns the bank deposits made on its behalf. 
There is a $250,000 minimum initial deposit required to open an Account with the Meeder GIDP program. There is no minimum amount required for subsequent deposits or balances. The maximum total deposit available per Account (per tax identification number) is $25 million; this amount is subject to change based on market or business conditions. All deposits must be in U.S. dollars.

 

Click here for more information on GIDP.