Investment Approach
Your personal circumstances will generally dictate which of our programs you are best fit for. When providing tailored solutions for clients, it is not uncommon for us to use a combination of investment strategies to fulfill the needs of a client’s investment plan. Below is an explanation of the benefits and appropriate use for each of these approaches. There are two unique styles of investment account that we offer our clients:
1. Managed Portfolio Accounts (MPA):
2. Meridian Investment Accounts: