Our Private Client Services Clients Include:

Individual Investors (click)

Meeder’s investment disciplines are available to high net worth individual investors through mutual funds, retirement plans, and privately managed accounts. We can assist these investors with asset management services, philanthropy suggestions, money advisers, and transfer and tax investment strategies.

Institutional Investors (click)

Corporations, charities, foundations and governmental organizations utilize Meeder’s investment management strategies and expertise to manage assets in equity and fixed income portfolios. Meeder Financial assists institutional investors with asset management and advisement.

Retirement Plans (click)

Meeder works with small to medium sized companies to develop a retirement plan option that works specifically with your company's needs.  Additionally, Meeder Financial can assist with record keeping, fiduciary reviews and 404c compliance issues.