Private Client Services

Our clients include:

  • Investors
  • Institutional investors
  • High net worth individuals
  • Business owners
  • Retirees
  • Wealth inheritors


 

Specializing in Building and Preserving Wealth 

Since 1974, Meeder Financial has assisted individuals, trusts, retirement plans, and institutional clients in achieving their specific financial goals.

Over the years we have gained the trust and loyalty of our clients and their families by providing solutions to their multifaceted financial needs.

We sit down with each and every one of our clients and design a plan that will satisfy their financial goals while taking into consideration their individual time horizon, tolerance for risk, income needs, and more. 

Each solution is custom-tailored for each investor. Our clients can expect personalized service and professional money management from a leader in tactical asset allocation.