Investment

• Mutual Funds
  Monitoring the individual investments is the final link in the process. Our investment monitoring process is ongoing and comprehensive. Every mutual fund, stock, and bond we use is reviewed at least four times per year for changes in performance, risk, management, and many other criteria.

Planning

• Financial Planning
• Asset Management
  As markets move up and down we will occasionally rebalance your investments back to the recommended asset allocation targets. This maintains your investment strategy at the appropriate level of risk. Your account is reviewed continually by Meridian’s team of investment managers.