MERIDIAN ASSET MANAGEMENT

Updated 629 days ago
  • ID: 23555920/117
Meridian Asset Management L.L.C is a Registered Investment Advisory Firm providing direct access to experienced Portfolio Management and Investment Planning services. Meridian applies fundamental analysis and other proven investment strategies and processes in the context of the individual circumstances, goals and income needs. Portfolios are structured and developed to be consistent with a clients understanding and acceptance of the associated risks inherent in the underlying recommended investments. The client establishes an investment policy framework for the portfolio with the advisor and it is reviewed periodically with the client. Meridian does not need to take custody or direct control of investments to manage them so for added security they remain in individual name, the title of the trust, retirement account or organization. Meridian entered into an agreement with Charles Schwab Institutional Services, to gain access to the exchanges, technology and a robust open architecture..
Also known as: Meridian Asset Management L.L.C.
  • 0
  • 0
Interest Score
2
HIT Score
0.00
Domain
meridianportfolio.com

Actual
www.meridianportfolio.com

IP
205.178.189.129

Status
OK

Category
Company
0 comments Add a comment