Solutions designed with advisors, for advisors.
Advisor Consulting

You are passionate about your business and clients. Building your financial advisory practice may be as demanding as it is rewarding. The success of your practice is a top priority for you and for Meeder Advisor Consulting—we are here to serve as your trusted partner.

Please click here to find your Meeder Regional Consultant.

Meeder Edge Investment Consulting​
Curated services which allow you to leverage our holistic, time-tested approach to investment management and our nearly 50 years of investment experience to work for you.
Meeder Edge Investment Consulting​

Click here to learn more about Meeder Edge Investment Consulting.

Meeder Edge Investment Consulting - your partner in providing scalable and efficient solutions to elevate your business.

In an Environment of Change
Competing in today's ever-changing and challenging environment is not easy. The challenges you face as a financial advisor are increasing every day.

  • Higher levels of commoditization
  • Low-cost or no-cost products
  • Heavier and more intrusive regulations
  • Expensive research, development, and personnel costs
  • Continued market volatility at home and abroad

  • A New Type of Partnership
    We structure our consulting solutions around you and your clients ensuring that you are involved every step of the way. When you leverage Meeder's expertise, you benefit from a long-term partnership as your advisor team's requirements guide the way to:

  • Build scale and provide efficiency
  • Provide business development support, research, and timely advice
  • Create a unique set of investment strategies and solutions
  • Deliver institutional asset management

    Services and Support Offerings

  • Comprehensive current model analysis
  • Current vs recommended approach
  • Questionnaire and initial consultation
  • Portfolio model recommendation and analytics
  • Investment policy statement
  • Oversight of models
  • Initial on-site meeting at Meeder home office
  • Customized marketing material
  • Portfolio fact cards and model analytics
  • Trade recommendations and watch list
  • Investment committee meeting and portfolio review
  • Market commentaries and marketing support
  • Solutions
    Tactical Allocation | Drive with Meeder
    Since 1974, Meeder has been helping investors mitigate investor emotions through a quantitative investment process which allows for a repeatable and efficient method of achieving long-term appreciation.
    Tactical Allocation | Drive with Meeder
    Click here to take a drive with Meeder.

    The Meeder Investment Positioning System (IPS) guides the investment process for certain Meeder Funds.

    Just as a navigation system or GPS operates in a vehicle, Meeder IPS is designed to help investors get to their destination with less risk and greater confidence. Using a proprietary, model-driven, multi-discipline, multi-factor approach, Meeder IPS constantly monitors investment opportunities and risk and suggests a favorable route based on current market conditions.

    Each day, Meeder analyzes and ranks over 70 different factors from our short, intermediate, and long-term models. The dynamic statistical model incorporates factors covering macroeconomic, fundamental, trends and technical analysis to estimate the potential reward and marketplace risk of the equity markets. The Meeder Spectrum, Muirfield, Balanced, Moderate Allocation, and Conservative Allocation funds utilize this strategy for the Defensive Equity portion of their portfolios. The Defensive Equity Strategy guides the allocation of each fund’s equity sleeve and the actual proportion of equity investments in any fund will vary depending on the investment objectives of the fund.

    Click here for a closer look at our InvestmentView Dashboard.
    Meeder Funds
    Meeder offers many unique investment products in a variety of different distribution methods to help implement our investment management solutions.
    Meeder Funds
    Click here to view our mutual funds.

    Investment Solutions
    Meeder offers many unique investment products in a variety of different distribution methods to help implement our investment management solutions.

    Holistic Approach
    Meeder utilizes a multi-disciplined, multi-factor approach to portfolio construction, which distinguishes us from most managers in the marketplace. Our models are constructed to incorporate a "weight of the evidence" approach, relying on multiple disciplines such as trend and momentum factors, together with macroeconomic, sentiment, valuation, and fundamental indicators. When considered individually, each of these approaches are valid and have produced solid results over time but can often be out of sync with each other and the market. Therefore, we incorporate components from each of these disciplines for a more holistic approach.

    Private Wealth
    Personalized solutions tailored to an investor's unique objectives.​
    Private Wealth

    Click here to learn more about Private Wealth.

    Meeder offers personalized solutions tailored to investors’ unique objectives. Backed by nearly 50 years of investment expertise, Meeder Private Wealth portfolios optimize investing in four ways:


    1. Portfolio Customization
    Build portfolios to match unique goals and objectives
    Separate portfolio for each client

    2. Tax Management
    Actively manage and maximize after-tax wealth
    Harvest losses to create tax asset

    3. Risk Management
    Manage account in harmony with total household
    Diversify risks in and outside current portfolio

    4. Investment Management
    Experienced and deep portfolio management team
    No proprietary products

    Meeder Edge Retirement Plan Services
    Grow your retirement plan business and meet clients’ needs with customized and holistic retirement plan services.
    Meeder Edge Retirement Plan Services

    Click here to learn more about Meeder Edge Retirement Plan Services.

    Meeder Retirement

    Meeder has been committed to the needs of retirement plans and participants since our firm opened in 1974.

    Our first clients were small retirement plans and we continue to work with those groups today both individually and alongside financial advisors. Additionally, we have expanded our capabilities to include large retirement plans and solutions to help retirement plan sponsors meet their fiduciary obligations.

    The retirement plans services team:

  • Provides industry expertise to assist with decision making
  • Offers comprehensive managed account investment solutions
  • Helps trustees craft their best fitting plan
  • Strives to keep participants appropriately invested
  • Consults with clients regularly on fiduciary responsibility
  • Offers enrollment and education assistance