Active Portfolio Management for Serious Investors
Meridian's investment team manages approximately $2.4 billion across three core strategies, each designed to deliver superior risk-adjusted returns for our clients. Our disciplined process combines top-down macroeconomic analysis with bottom-up security selection — and our results speak for themselves.
Three-Year Strategy Performance
Performance figures reflect actual client portfolio results across our three primary investment strategies for calendar years 2021–2023.
| Strategy | 2023 | 2022 | 2021 |
|---|---|---|---|
| Meridian Growth | +22.4% | +18.7% | +15.2% |
| Meridian Balanced | +16.1% | +14.9% | +12.3% |
| Meridian Conservative | +9.8% | +11.2% | +8.6% |
Our Investment Strategies
Meridian Growth Strategy
Designed for investors with a long time horizon and higher risk tolerance, our Growth strategy targets capital appreciation through concentrated positions in high-quality equities, tactical sector rotation, and opportunistic alternative allocations. The portfolio typically holds 30–45 positions across domestic and international markets.
Target Allocation: 90% Equity / 10% Alternatives
Typical Client: Accumulators, business owners, pre-retirees with 10+ year horizon
Meridian Balanced Strategy
Our flagship strategy for investors seeking growth with income, the Balanced portfolio blends equity positions with investment-grade fixed income and dividend-paying securities. The strategy aims to participate in equity upside while dampening volatility through diversification.
Target Allocation: 60% Equity / 35% Fixed Income / 5% Cash
Typical Client: Retirees and near-retirees seeking income with growth
Meridian Conservative Strategy
Built for capital preservation and income generation, our Conservative strategy emphasizes high-quality bonds, dividend-paying blue chips, and short-duration fixed income instruments. Volatility is actively managed to protect principal while providing steady income.
Target Allocation: 25% Equity / 70% Fixed Income / 5% Cash
Typical Client: Income-focused retirees and investors with short time horizons
Our Investment Process
- Discovery & Risk Assessment — We begin with a comprehensive review of your financial situation, tax profile, and investment goals to determine the right strategy and customizations for your portfolio.
- Portfolio Construction — Our investment committee meets weekly to evaluate macro conditions, position sizing, and security selection. Every portfolio is individually managed, not placed in a one-size-fits-all model.
- Ongoing Monitoring — We continuously monitor your portfolio for drift, tax-loss harvesting opportunities, and changes in your personal circumstances that may warrant rebalancing.
- Transparent Reporting — Clients receive monthly portfolio statements and quarterly performance reports, with full access to your account through our online portal 24/7.
See What Meridian Can Do for Your Portfolio
Our minimum initial investment is $1,000,000. Contact us today to schedule a complimentary portfolio review.
Request a Portfolio Review