Wealth Management

Who We Serve:


For Private Clients
 

In coordination with each client’s tax and legal counsel, we seek to understand the legacy that each individual, couple, or family wishes to leave. This helps us to understand a client’s total financial picture – investments, assets, liabilities, tax, insurance and other considerations – is understood, helps direct each decision that we make. Nothing is without purpose. After a clear and balanced strategy is determined, purposeful actions help to potentially maximize each opportunity, while minimizing missed ones.

Client Profile

  • Ultra High Net Worth individuals and families

  • Minimum account size $1.5M

  • Average account size $10M

  • Family Offices
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    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
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    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.

    COST

    Specialized service for a competitive value.

    Financial Markets may be volatile. Costs should not be – your costs should be understood.

    Simply put, the less your investments cost you, the greater you will share in an investment sector’s return. When choosing securities and investment managers, we balance between cost and opportunity.

    History has shown that higher costs can significantly depress a portfolio’s growth over long periods of time. Costs create an inevitable gap between what the markets return and what investors actually earn—but keeping expenses down can help to narrow that gap. We provide clients a competitive value.


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    RISK

    Working within your comfort zone.

    We think about risk differently. Our founding by professionals with a combined 100 years of investment experience, gives us a “big picture” perspective on risk and reward.

    Whether constructing a taxable portfolio for a millennial entrepreneur, managing long-term volatility for a family foundation, or designing a retirement plan investment architecture to help secure the future of a diverse workforce, we place each client’s risk tolerance and individual needs at the forefront of our planning.

    We believe that potentially mitigating unnecessary risk helps to enable consistency in performance over time, but we also help clients find acceptable risk levels to take advantage of the capital markets.

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    RETURN

    Performance is personal.

    Each client’s portfolio is defined by specific goals, time frames and attitudes toward risk.

    Our goal is to provide consistency in relative performance, which factors in the risks taken in order to generate returns.

    PensionmarkMeridien does not provide its wealth management clients with any proprietary products, so we are in the position to offer truly objective advice. Our clients’ success is our success – and our experienced team is on hand to guide you through the process.





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    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 both iOS devices and Android devices. Our wealth management clients can sign on to instantly see their up-to-date accounts with us.

    Already a client? Download the app today:

    Get it in the App Store Get it on Google Play

    Want to work with us?