EVALUATING POSSIBILITIES
Portfolios for Modern Investors
Our clients depend on us to bring forward an elite class of modern technology powered by meaningful human advice. The Meridian Asset Positioning System (MAPS) is our proprietary process for managing Legend Managed Portfolios. MAPS surveys the market every day for productivity and forces all the investments within our portfolios to compete for position. By not accepting the status quo of “set it and forget it,” we work to ensure our portfolios are real-time aligned to the expanding goals and priorities of our clients.
“You can’t use an old map to explore a new world.”
— Albert Einstein
Meridian Asset Positioning System, our proprietary process of portfolio management, is driven by four repeatable principles:
Objective
Investment management should be guided first by one north star: your priorities. The Meridian system of asset management starts with what’s important to you, and only you.
Tactical
Your needs change and you know markets change. We prioritize an investment approach that is informed by those changes. Meridian organizes assets to adjust responsively to economic environments and evolving priorities over time.
All-Asset
Traditional asset classes like domestic stocks and bonds form the backbone of any investment philosophy. We take inspiration from endowments and corporate trusts, giving you access to private equity and managed alternatives.
Risk-Managed
The Meridian system is opportunistic in finding investment options. But our entire financial strategy needs to be conscious of market and other risks, including the use of insurance solutions.
INVEST LIKE ENDOWMENTS
The Power of Private Equity
When we recognize our clients’ preference for possibilities, we bring forward truly differentiated solutions. While many advisors only offer passive combinations of market indices and expensive mutual funds, we go to one of the greatest sources of American wealth creation: Private Equity.
By bringing our clients the opportunity to invest directly into privately owned firms, they can participate in some of the most accelerated growth curves in the economic landscape. Instead of waiting until capital investments become “average” after their IPO, private equity let’s you invest like an endowment, remaking your balance sheet, expanding possibilities.
Insure Your Optionality.
While Meridian is allocating your balance sheet to make the most of investment opportunities, we also work with you to protect your future options from unwanted life cycle risks. Unplanned career losses, health concerns, and even over-exposure to market risk can be mitigated with the careful and objective use of insurance solutions.
LIFE | DISABILITY | HEALTH | LONG-TERM CARE