Meridian Asset Management, LLC

Meridian provides investment management and financial planning services to individuals (including high-net-worth clients), trusts, charitable organizations and pension plans. The firm offers active portfolio management, strategic asset allocation, and separate financial planning and consulting engagements.

Meridian constructs portfolios using individual securities and, where appropriate, institutional mutual fund share classes after due diligence on fund costs, and documents client objectives in an investment policy statement to guide allocation and trading. The firm manages accounts on both discretionary and non-discretionary bases and frequently operates with clients retaining final trade approval (non-discretionary), a practice that is less common among peers.

Operated by a small, experienced team with roots in a bank trust department, Meridian incorporates niche allocations—such as modest exposures to precious metal commodity funds—to reduce correlation with traditional assets during periods of market stress. The firm generally does not vote client proxies and typically leaves shareholder litigation and related actions to clients, allocating governance and voting responsibilities to account holders.