Free Portfolio Review — No Cost, No Obligation
Most investors have no idea how much performance they are leaving on the table. In a 30-minute review, we'll identify the alpha your current advisor is missing and show you exactly how much more your portfolio could be earning.
Image
What you'll get
- A line-by-line review of your current portfolio against Meridian's actively managed strategies
- An estimate of the dollar performance you have left on the table over the last 5 years
- A tax-efficiency analysis identifying loss-harvesting and Roth conversion opportunities your current platform is missing
- A risk audit showing where your portfolio is exposed in ways you may not realize
- A specific recommendation for how Meridian would manage your assets — and what that would have produced for you historically
The Average Meridian Client Sees Real Performance Gains
Once they make the switch, Meridian clients see an average of 3.4% additional return versus the platforms they were on before — every year, compounded over the life of the relationship. That math gets life-changing fast.
How it works
- Submit your information below and we'll get started. You'll receive a calendar link within 24 hours.
- Send us your current portfolio statement — most clients upload a recent monthly statement from their custodian.
- Meet for 30 minutes with one of our senior advisors who will walk you through our findings line by line.
- Decide what's next — keep what you learned, share it with your current advisor, or open a Meridian account. No pressure either way.