Wealth Management

It starts with your goals. PensionmarkMeridien’s team of experienced advisors and professionals have a collective lifetime of knowledge at your disposal, helping us craft powerful, diverse portfolios and planning to help guide you through your financial journey. We put your interests first and serve as a fiduciary when managing your investments.

Who We Serve

For Private Clients

We believe every legacy is as unique as the individual, couple, or family it represents. That’s why we take the time to understand your values, goals, and aspirations. By gaining a holistic view of your financial picture, including investments, assets, liabilities, taxes, insurance, and other considerations, we ensure that each decision is purposeful and aligned with your vision for the future. Once a clear and balanced strategy is established, we focus on executing purposeful actions designed to help maximize opportunities while minimizing missed ones.

Client Profile

High Net Worth Individuals and Families
Family Offices
Corporate Executives
Entrepreneurs

For Foundations & Endowments

Each mandate is different and understanding the legacy a family, company, or organization wishes to impart is critical to designing an investment portfolio. We help directors and trustees navigate investment risk and reward to help fulfill their missions. With prudence and attention to long term goals, PensionmarkMeridien aims to magnify your social impact – helping to secure the legacy you are leaving.

Client Profile

Family Foundations
Non-profit & Institutional
Endowments
Trustees & Trusted Advisors

Investment Management

PensionmarkMeridien is wholeheartedly dedicated to the investment management needs of its clients. Building powerfully diverse portfolios is at the heart of what we do, and our experienced advisors have a collective lifetime of knowledge at your disposal. We strive to plan for futures with process, balance and purpose – helping to provide for your long-lasting prosperity.

Investment Philosophy

We believe in taking risk only when it is accompanied by the potential for an attractive reward. We believe in true diversification based on correlation, with an eye towards core investing. We take action on our beliefs while being mindful to manage costs, risk and prospective return.

Specialized service for a competitive value

Financial markets can be volatile, but your costs shouldn’t be. Lower costs mean more of the returns are yours. We balance cost and opportunity when selecting investments. High fees reduce long-term growth, so we focus on keeping expenses low to close the gap between market returns and what you earn, offering competitive value.

Specialized service for a competitive value

Performance is personal

Each client’s portfolio is shaped by their goals, time frames, and risk tolerance. We focus on consistent performance, considering risks to generate returns. At PensionmarkMeridien, we offer objective advice with no proprietary products. Your success is our success, and our team is here to guide you.

Working within your comfort zone.

We view risk uniquely. With 100 years of combined investment experience, we focus on each client’s risk tolerance and needs. Our approach balances minimizing unnecessary risk and identifying opportunities for growth.

Financial Planning

A Mobile App for Our Clients

Making our clients’ lives as simple as possible is an important part of our work. To provide our clients with another way to keep their finances organized, we have developed a mobile app for iOS devices (Android devices coming soon). View your portfolio anytime, anywhere.