A complete list of active advisors currently associated with Meridian Investment Management, Inc.

Warmer can help you find a great advisor at Meridian Investment Management, Inc. or one who fits your needs even better.

Meridian Investment Management, Inc. provides discretionary and non-discretionary investment advice and portfolio management for individuals, high-net-worth clients, trusts, retirement accounts, charitable organizations, qualified plans, and corporate entities, advising on stocks, bonds, mutual funds and other investments. The firm bills on a percentage-of-assets contract basis and may manage accounts with trading discretion or as advisory-only relationships. The firm’s investment process centers on fundamental analysis and blends Growth at a Reasonable Price (GARP) and Deep Value approaches, with technical timing tools and a proprietary model used to adjust cash levels as market conditions change. Meridian offers three account styles—Capital Appreciation, Growth & Income, and Income—defines risk primarily as long-term permanent loss, and typically pursues multi-year holding horizons with regular reporting and reviews. Meridian is notable for the firm’s emphasis on accounting and credentialing: its advisory standard requires an MBA and/or CFA (or equivalent experience) and the brochure discloses that the firm’s lead advisor holds both a CFA charter and a CPA credential with prior audit experience, which informs analysis of financial statements and tax considerations. The firm also documents the option to negotiate performance-based fee arrangements (none currently in place), groups immediate-family accounts for fee calculations, and conducts portfolio reviews on a weekly basis by the firm’s president.

To learn more about the advisors currently working at Meridian Investment Management, Inc., 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.