Our Unique Approach to Wealth Management

When you enlist the financial management services of Meridian Investment Partners, you're taking advantage of a comprehensive and strategic approach to wealth management. Our first step is to perform a thorough analysis of your current financial situation and long term goals to provide a comprehensive and effective financial plan. We use the most advanced tools and resources in the industry, allowing us to understand the benefits and analyze risks for a variety of different investment types. This helps us assess your needs and manage a globally diverse portfolio in a continually evolving environment.

We use a macroeconomic approach to investing and financial planning, combined with capital market expectations, individual risk profiles and personal goals to determine the appropriate asset allocation for each client. At Meridian Investment Partners, we believe that your success is our success, and our performance-based philosophy is designed to help you obtain the financial security you have worked to achieve. Our number one goal is capital growth and preservation. We believe in having a smartly diversified portfolio and minimizing taxes, fees and other unnecessary expenses.

When you put your trust in Meridian Investment Partners, you'll have an independent financial advisor who is there every step of the way to manage your portfolio and advise you on new investment opportunities. We’ll make sure you’re up to date on an ever-changing economic landscape, and we'll take a proactive role in refining investment tactics to make sure your long term goals are achieved. Our wealth management process involves four key steps.

Understand Your Situation and Goals

We'll schedule an initial consultation in which we'll work together to define your needs, goals and risk profile. We’ll have an in-depth discovery discussion to get a thorough understanding of your risk tolerance and ability, tax situation and personal circumstances in order to develop a personalized, comprehensive plan.

Create
a Plan

Meridian will develop a tailored Investment Policy Statement and Asset Allocation Plan designed to achieve objectives within your risk tolerance. Whether your goal is growth, income or capital preservation, we leverage our strong understanding of global investment opportunities and macro economic conditions to provide an asset allocation plan that balances your risk tolerance with desired outcome.

Plan Implementation

Meridian will invest your assets according to the agreed upon financial plan and/or investment strategy.

Monitor and Manage

We'll evaluate account performance, economic state and capital market expectations to refine the tactical asset allocation as appropriate. We believe it's important for investors to understand economic events and situations that may impact their portfolio, so we track this closely and proactively communicate our insights on a regular and ongoing basis.