In an environment that’s being dubbed the “Trump Tariff Tornado”—marked by market volatility, policy uncertainty, and headline whiplash— the Meeder Private Wealth team is once again proving that discipline and proactive management matter more than ever.

This is not the first time Meeder has stood apart during turbulence. In 2020, when the COVID-19 pandemic sent markets into a tailspin, and again in 2022 amid relentless Fed rate hikes and tech-driven selloffs, Meeder Private Wealth—a custom separately managed account (SMA) solution—helped clients stay strategically positioned through personalized allocations and active tax management. Rather than stepping back during uncertain markets, Meeder’s team leaned in—harvesting losses where appropriate, reinvesting with intent, and adjusting portfolios in real time to align with each client’s unique financial plan.

Fast forward to 2025, and the same playbook prevails, delivering results when many investors are scrambling for footing. Where index mutual funds and ETFs passively ride market swings with no regard for tax efficiency, Meeder takes a strategic, client-centered approach. Our Private Wealth team actively manages each portfolio—harvesting losses when appropriate and using volatility to reposition based on economic outlook and client goals. This personalized, hands-on management helps improve after-tax outcomes while keeping portfolios aligned with long-term objectives.

Meeder Private Wealth isn’t a one-size-fits-all approach. It offers a personalized investment solution tailored to the unique goals and tax sensitivities of high-net-worth investors. Every portfolio is built with intention, considering not just market conditions, but each client’s unique goals, constraints, and tax situation.

Where index mutual funds and ETFs simply follow the market—rising and falling with no regard for tax efficiency, Meeder takes a different approach. Our portfolio management team view market fluctuations as opportunities, not obstacles. By managing each account individually, we implement precise, timely tax-loss harvesting strategies that are customized to the investor’s unique situation. This proactive, hands-on approach has consistently helped clients enhance after-tax returns and reduce their tax burden over time.

One of Meeder’s defining strengths is its commitment to proactive communication. In today’s environment—where a single headline can rattle markets and shake client confidence—clear, timely updates are essential.

During politically driven periods like 2025’s “Trump Tariff Tornado,” the investment team didn’t wait to react. They led with perspective, communicated specific actions in motion, and kept clients informed about the value being delivered through thoughtful, active portfolio management. This approach helps advisors maintain trust and demonstrate the meaningful work happening behind the scenes—especially when it matters most.

Meeder Private Wealth was built for moments like this. Backed by more than a 50-year legacy of market-tested experience, the team combines institutional-caliber research with a boutique-level commitment to each client. In 2025, that approach is proving its value once again—helping clients not only endure volatility, but also harness it in ways that align with long-term objectives.

While other investors may be asking, “Why didn’t my advisor do something?” your clients won’t have to. Through Meeder Private Wealth, they benefit from a personalized, actively tax-managed strategy aligned with their broader financial goals. Delivered on your behalf, this high-touch, disciplined approach helps reinforce your value, deepen client trust, and strengthen long-term relationships.

The views expressed herein are exclusively those of Meeder Investment Management, Inc., are not offered as investment advice, and should not be construed as a recommendation regarding the suitability of any investment product or strategy for an individual’s particular needs. Asset allocation and diversification do not assure a profit or protect against loss. There can be no assurance that any investment strategy will achieve its objectives, generate positive returns, or avoid losses.

Meeder Private Wealth may not be suitable for all investors. Investing in securities involves inherent risks, including the risk that you can lose the value of your investment. Past performance does not guarantee future results and there can be no assurance that any investment strategy will achieve its objectives, generate positive returns, or avoid losses. The amount and type of investment restrictions must be reasonable and are subject to acceptance by the adviser. Meeder does not provide tax advice and does not represent that any portfolio design will result in a particular tax consequence. Prospective investors should consult with their personal tax advisors regarding their specific situation and circumstances.

Investment advisory services provided by Meeder Advisory Services, Inc. An affiliated registered investment adviser, Meeder Asset Management, Inc. serves as the investment adviser to the Meeder Funds. Meeder Asset Management, Inc. and its affiliates earn investment advisory, administrative, transfer agent and distribution fees for various services provided to the funds. Meeder Funds are distributed by Meeder Distribution Services, Inc., an affiliated broker dealer, member FINRA.  

© 2025 Meeder Investment Management

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