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Your unique and customized portfolio is designed to align with your outlook and pivot with your changing needs.
Meeder’s concierge approach embraces customized investment portfolios based on growth, defensive equity, and fixed income strategies. In addition, Private Wealth solutions provide Separately Managed Accounts (SMAs) that are flexible, tax-efficient, and personalized to match your life stages, values, and plans.
As your trusted advocate, we build a lasting relationship with you, including leading regular meetings to discuss changes to the needs of your plan.