Meeder Investment Management
Meeder Investment Management has been managing investments for over 50 years, offering a range of solutions including mutual funds, investment portfolios, and cash management services, with over $150 billion in assets under advisement.
Services
Meeder Investment Management provides a variety of investment services targeted at different types of clients including individuals, public entities, and financial advisors. Their service offerings encompass mutual funds, investment portfolios, separately managed accounts, and cash management solutions. Additionally, they offer a Government Insured Deposit Program (GIDP) which allows participants to fully insure cash balances up to $25 million per tax ID through a network of FDIC-insured banks. They also cater to high net worth investors through personalized investment solutions within their Private Wealth division.
History
Meeder Investment Management has a legacy of managing investments for over 50 years. The company has seen significant growth and now advises on over $150 billion in assets. Since the introduction of their mutual funds in 1985, which span various asset classes, Meeder has continued to expand its range of financial products and services. The Public Funds team, established in 1990, has provided specialized investment solutions to public entities for over three decades.
Investment Philosophy
Meeder Investment Management employs a multi-faceted investment philosophy that considers multiple factors affecting market conditions. This includes a strategic approach through their tactical asset allocation portfolios, which aims to minimize volatility by adjusting stock market exposure based on prevailing market conditions. Their investment process also involves a thorough cash flow analysis to create customized portfolios tailored to meet the specific needs of their clients.
Client Solutions
Meeder Investment Management offers customized investment solutions to a wide range of clients, including states, counties, cities, schools, townships, libraries, higher education institutions, and special districts. Their client-centric approach includes services like investment advisory, fund accounting, transfer agency, distribution, and shareholder servicing. Their tailored solutions are designed to meet the specific investment needs of various public and private entities.
Team and Expertise
Meeder Investment Management boasts a team of over 125 associates who collectively bring a wealth of expertise to the company. This diverse team supports the company’s mission by providing specialized knowledge and skills across a range of financial disciplines, ensuring high-quality service delivery for their clients' investment management needs.