Elevate your practice with outsourced investment management solutions
MEEDER EDGE INVESTMENT CONSULTING

Outsourcing investment functions can bring the impact of having a Chief Investment Officer (CIO) at each advisor’s command and allows today’s innovative and industry-leading broker-dealers and RIAs to better support their advisors and concentrate on what they do best:

  • Delivering sophisticated and data-informed investment strategies
  • Building financial planning capacity
  • Managing intricate and complex relationships
Solutions for a Changing Advisory Environment
Competing in today’s ever-changing and challenging environment is   
not easy. The issues you face as a financial advisor are increasing
every day.

Click here to get the white paper: The Case for Outsourced
Investment Services for Financial Advisory Firms

Create Scale & Add Efficiency

We structure our customized consulting solutions around you and your clients ensuring that you are involved every step of the way. When you leverage Meeder’s expertise, you benefit from a long-term partnership as your advisor team’s requirements guide the way to:

 

  • Build scale and provide efficiency
  • Provide business development support, research and timely advice
  • Create a unique set of investment strategies and solutions
  • Deliver institutional asset management
Leverage a Collaborative Approach
Meeder offers unique ways to engage our investment management team and entire organization. We will work with your firm to design portfolios which apply a multi-discipline/multi-factor approach to portfolio management. We apply our proven five-step process to understand your firm’s needs and objectives and collaborate with your team: Discovery, Diagnosis, Design, Deploy, and Deliver.
Discovery
Through a comprehensive consulting and inquiry process, we work with you to understand the opportunities and challenges in your business.
Diagnosis
A detailed proposal is created for you, based on you and your clients’ unique needs and includes a comparative analytical review of new vs. existing portfolios.
Design
Custom investment portfolios are developed to align with your investment clients’ needs under the research and guidance of our investment team.
Deploy
We assist with portfolio validation and deployment through your client base, with research and information to help you manage the progress.
Deliver
To help you be a reliable fiduciary of your clients’ assets, we provide timely and ongoing performance analysis by conducting investment analytics, portfolio reviews, due diligence and calls with our investment team.
Meeder Edge Investment Consulting Services and Support Offerings
» Comprehensive current model analysis
» Current vs. recommended model comparison
» Questionnaire and initial consultation
» Portfolio model recommendation and analytics
» Investment policy statement
» Oversight of models
» Customized collateral and resources
» Fund fact cards and portfolio analysis
» Trade recommendations and watch list
» Investment committee meetings and portfolio review
» Market commentaries and views from Meeder investment team
Your Resources

Outsourced Investment Management Solutions Brochure

The Case for Outsourced Investment Services for Financial Advisory Firms

Contact Us Today