Creating Optimal Solutions for Investors
MEEDER PRIVATE WEALTH
Sophisticated investors can present complex challenges. Meeder Private Wealth helps financial advisors capture business and gain efficiency with personalized investment solutions specially created for affluent clients.
Meeder creates a customized, Separately Managed Account (SMA) designed around each investor’s personal goals—considering their risk profile, investment horizon, tax management needs, income, and more.
Meeder creates a customized, Separately Managed Account (SMA) designed around each investor’s personal goals—considering their risk profile, investment horizon, tax management needs, income, and more.
Meeder Private Wealth portfolios optimize investing in four ways:
Portfolio Customization
Tax Management
Risk Management
Investment Management
Differentiated solutions for
a better client experience
a better client experience
Unlike typical ETF and mutual fund investing, Meeder Separately Managed Accounts offer
comprehensive customization, risk management and tax-advantaged benefits.
comprehensive customization, risk management and tax-advantaged benefits.
Collaborating from discovery to deliver
Meeder’s proven 5-step private wealth process ensures we gain a deep
understanding of your client’s financial situation—so we can personalize
a portfolio based on market, risk, and lifestyle parameters.
understanding of your client’s financial situation—so we can personalize
a portfolio based on market, risk, and lifestyle parameters.
DISCOVERY
Understand client’s unique needs and objectives.
DIAGNOSIS
Create a detailed, data-driven proposal.
DESIGN
Develop custom investment portfolio.
DEPLOY
Validate portfolio and manage deployment.
DELIVER
Provide active management and fiduciary oversight.
Your Resources
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 offered by Meeder Advisory Services, Inc.
Investment advisory services offered by Meeder Advisory Services, Inc.
