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 Private Wealth portfolios optimize investing in four ways:
Portfolio Customization
Tax Management
Risk Management
Investment Management
Differentiated solutions for
a better client experience
Unlike typical ETF and mutual fund investing, Meeder Separately Managed Accounts offer
comprehensive customization, risk management and tax-advantaged benefits.
Customization & Risk Management
Customization & Risk Management
Meeder Private Wealth: Delivering Client Advantages
MEEDER PRIVATE WEALTH
INDEX ETF / MUTUAL FUND
» Portfolios personalized for individual clients

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» Direct ownership of individual stocks

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» Seamless transfer of existing positions in-kind

P

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» Portfolio management around concentrated positions

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» Choice among specific stocks, sectors and industries

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» Flexible strategy that adapts to changing risks

P

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Tax Management
Tax Management
Meeder Private Wealth: Delivering Client Advantages
MEEDER PRIVATE WEALTH
INDEX ETF / MUTUAL FUND
» Customized tax budget

P

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» Control of capital gains

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» Ability to distribute capital losses

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X
» Dividend reinvestment
Paid as cash

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» Increase after-tax returns through tax-minimization strategies

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X

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.
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.
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.