Some Meeder Portfolio strategies utilize our Defensive Equity Strategy to determine what portion of the portfolio’s equity sleeve will be invested in the equity markets. The dynamic statistical model analyzes and ranks over 70 different factors from our short, intermediate, and long term models to estimate the potential reward and marketplace risk of the equity markets. When the model indicates that the risks of the stock market may be greater than its potential rewards, the portfolios can scale back their equity exposure.
Learn about Meeder Wealth Management's affiliation with Summit Financial, one of the industry's prominent independent advisory firms.
Summit is one of the industry’s prominent independent advisory firms. Founded nearly four decades ago by a group of advisors, Summit has a proven legacy of success elevating advisor practices and client experiences. Meeder Wealth Management’s affiliation with Summit provides access to SummitVantageTM, an all-inclusive platform of fully integrated industry-leading services, thought leaders, and innovative technology that makes delivering elevated financial advice frictionless. This includes an in-house, institutional-caliber brain trust of tax, estate, insurance and financial planning experts that are now an extension of the Meeder Wealth Management team.
*Summit Financial, LLC, an SEC registered investment advisor established November 2018, is the successor firm to Summit Equities, Inc (registered with the SEC in 1991) and Summit Financial Resources, Inc (registered with the SEC in 1983) for all their investment advisory and financial planning business.
Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has more than 125 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $45 billion in assets under advisement. Meeder’s advisory and product suite is driven by their founding principle: provide investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
At Meeder Wealth Management, the safety of your assets is our top priority. We have selected Charles Schwab & Co., Inc. (“Schwab”) as the primary custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services that help us serve our clients. Since 1987, Schwab has provided independent advisors with the platform, products, programs and resources they need to serve their clients and grow their businesses efficiently and effectively.
*These materials have been independently produced by At Meeder Wealth Management. At Meeder Wealth Management is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. At Meeder Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users trust Addepar to empower smarter investment decisions and better advice. With a client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies.
eMoney Advisor provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More than 70,000 financial professionals across firms of all sizes use the eMoney platform to serve 4 million households throughout the U.S.
eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.
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