OUR INVESTMENT STEPS

Customizing Your Investiment Strategy

01.

We listen to you to identify your personal financial goals and objectives.

03.

Next we determine the appropriate amount to invest in each asset class.

02.

We then assess your risk tolerance, tax status, investment time horizon, and other preferences and circumstances unique to you and your family.

04.

Specific investments for each asset class are selected for your account.

We monitor your investments on an on-going basis and give them time to work. Each of your accounts is rebalanced periodically in accordance with your investment objectives. No matter how aggressive or conservative you may be, or the goals for which you are investing, Meridian Trust can provide the investment management that will help you meet your goals.

Portfolio Investment

Management

We maximize your investments to meet your financial goals.

Meridian Trust manages assets in excess of $500 million dollars. We provide investment management services for all your financial needs, including: personal accounts, retirement plan accounts,  rollover IRAs, trust accounts, college funding strategies, etc. Our investment team will design a personalized, long-term investment plan to help you reach your goals. We will customize your investment management strategy step-by-step.

NEED HELP WITH YOUR INVESTMENT STRATEGY?

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CONTACT

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