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 offers unique ways to engage our investment management team and entire organization. We will work with your firm to design portfolios which apply a multi-discipline/multi-factor approach to portfolio management. We apply our proven five-step process to understand your firm’s needs and objectives and collaborate with your team: Discovery, Diagnosis, Design, Deploy, and Deliver.

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.