A complete list of active advisors currently associated with Meadowbrook Asset Management, LLC

Warmer can help you find a great advisor at Meadowbrook Asset Management, LLC or one who fits your needs even better.

Meadowbrook Asset Management provides investment advisory and financial planning services oriented toward pooled vehicles, institutional clients, and small-business plan sponsors, including portfolio management, investment consultation for held-away accounts, and broad financial planning. The firm also offers retirement and employee-benefit advice and conducts plan-level work for sponsors as part of its service set. Its investment approach blends active management, Modern Portfolio Theory, Core+Satellite and value-oriented strategies, using fundamental, technical and cyclical analysis alongside tax-conscious techniques; accounts may be managed on a discretionary or non-discretionary basis. Like many investment managers, Meadowbrook charges asset-based fees for portfolio management, but it also offers hourly financial planning engagements—an uncommon fee mix for firms in this category. Noteworthy differences from many peers include explicit pension consulting and retirement-plan services (delivered on both ERISA §3(38) discretionary and §3(21) non‑discretionary bases) and assistance to plan sponsors, a capability relatively rare among investment-manager firms. The brochure also discloses no reportable client assets at the most recent fiscal year-end and that the firm’s principal maintains a separate full‑time financial-analyst role, details prospective clients may consider when assessing capacity and availability.

To learn more about the advisors currently working at Meadowbrook Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.