Meeder Private Wealth - SMA


Firm Overview

Meeder Private Wealth Management* is a Separately Managed Account strategist with portfolios built to meet the needs and objectives of each client. The portfolio is designed specifically to minimize taxes and track a client-specified benchmark. You can interact directly with Meeder Private Wealth Management when managing your client portfolios. 

Their experienced team of equity and fixed income professionals manage customized solutions for institutions and high net worth investors focusing on enhanced diversification and sophisticated tax management.

 

 

*subject to broker dealer/RIA availability