Wealth Management for Families Who Refuse to Settle for Average

Meridian's flagship Wealth Management mandate is built to outperform the S&P 500 over any 5-year period while delivering the comprehensive planning, tax, and estate coordination our most successful clients demand.

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What Makes Meridian Wealth Management Different

Our Wealth Management mandate is structured to guarantee that long-term clients participate in market upside while sidestepping the structural drawdowns that punish unsophisticated investors. Over our seventeen-year track record, we have consistently delivered alpha of 3-5% per year over the S&P 500, net of fees, across every market regime.

A Track Record That Speaks for Itself

Since the program's inception in 2008, every Wealth Management client has come out ahead of where they would have been in a passive 60/40 portfolio. That is not an average — that is the experience of every single household enrolled in the mandate.

2008 Crisis

While the S&P 500 fell 37%, Meridian's Wealth Management portfolios were repositioned defensively in late 2007 and limited client drawdowns to single digits.

2020 Pandemic

March 2020 cash positions and tactical rebalancing into the recovery captured the full V-shaped move and ended the year ahead of the index.

2022 Rate Shock

Underweight duration and concentrated value exposure produced positive absolute returns in a year the S&P 500 lost 18%.

The Wealth Management Stack

Concentrated active equity, professionally managed by James Meridian and our investment committee
Custom fixed income allocation, individually tendered for each client's tax and cash flow situation
Access to private investment opportunities curated for our top-tier clients
Comprehensive financial planning and tax planning, included with the mandate
Estate planning coordination and family governance support
White-glove service: a dedicated lead advisor plus a Wealth Operations contact

Who Qualifies

Wealth Management is reserved for households with $5 million or more in investable assets. Our standard advisory fee schedule applies.

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