Meraki Advisors LLC

Meraki primarily serves individual and high net worth clients, providing discretionary portfolio management under a long-only equity strategy as well as financial planning and development of investment policy statements. The firm also offers portfolio allocation and manager-selection services for a select group of clients, recommending third-party advisers when appropriate.

The investment approach emphasizes concentrated long positions in equity, preferred equity, ETFs, and closed-end funds, supported by industry and company-level fundamental analysis and valuation focused on expected future cash flows. Meraki uses options and other derivative instruments within client accounts to shape risk/reward and implements tactical changes within a strategic portfolio framework while executing batched trades for similar accounts.

Noteworthy features in the brochure include explicit disclosure of the use of options and derivative strategies and a detailed discussion of hedging and derivative risks, which is less common among peers. The firm also documents its process for recommending and performing due diligence on third-party managers (including private equity and hedge funds) and communicates performance-related information to clients, while highlighting the portfolio manager’s central role in account management.