A complete list of active advisors currently associated with Meraki Advisors LLC

Warmer can help you find a great advisor at Meraki Advisors LLC or one who fits your needs even better.

Meraki primarily serves individual and high net worth clients, providing discretionary portfolio management under a long-only equity strategy as well as financial planning and development of investment policy statements. The firm also offers portfolio allocation and manager-selection services for a select group of clients, recommending third-party advisers when appropriate. The investment approach emphasizes concentrated long positions in equity, preferred equity, ETFs, and closed-end funds, supported by industry and company-level fundamental analysis and valuation focused on expected future cash flows. Meraki uses options and other derivative instruments within client accounts to shape risk/reward and implements tactical changes within a strategic portfolio framework while executing batched trades for similar accounts. Noteworthy features in the brochure include explicit disclosure of the use of options and derivative strategies and a detailed discussion of hedging and derivative risks, which is less common among peers. The firm also documents its process for recommending and performing due diligence on third-party managers (including private equity and hedge funds) and communicates performance-related information to clients, while highlighting the portfolio manager’s central role in account management.

To learn more about the advisors currently working at Meraki Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.