


Outsourcing non-core investment services can bring the impact of having a Chief Investment Officer (CIO), ultimately responsible for the firm’s investment strategies, at each advisor’s command. Outsourcing non-core investment management services allows today’s innovative and industry-leading broker-dealers and RIAs to better support their advisors and concentrate on what they do best:
- Delivering sophisticated and data-informed investment strategies
- Building financial planning capacity
- Managing intricate and complex relationships
Competing in today’s ever-changing and challenging environment is not easy. The issues you face as a financial advisor are increasing every day.
- Higher levels of commoditization
- Race to lower-cost products
- Heavier and more intrusive regulations
- Rising costs for research, development and personnel
- Volatile financial markets at home and abroad
Click here to get the white paper: The Case for Outsourced Investment Services for Financial Advisory Firms
We structure our customized 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
Meeder combines your unique perspectives and client needs to design a set of solutions which are customized to your specifications—while meeting the rigorous demands for improved efficiency and scalability. These portfolios can be invested in a diversified number of investment vehicles with the research, guidance and analytics of Meeder Investment Management and your Investment Policy Committee.





» Current vs. recommended model comparison
» Questionnaire and initial consultation
» Portfolio model recommendation and analytics
» Investment policy statement
» Oversight of models
» Fund fact cards and portfolio analysis
» Trade recommendations and watch list
» Investment committee meetings and portfolio review
» Market commentaries and views from Meeder investment team