Wealth Management
Investment Management
Our investment professionals design custom portfolios using a disciplined, research-driven approach that integrates traditional and alternative investments to pursue your unique goals.
Minimum
$5M
Asset Classes
12+
Avg Tenure
18 yrs
What's included
Personalized portfolio strategies.
- Discretionary and non-discretionary mandates
- Access to alternative investments and private markets
- Tax-aware portfolio construction
- ESG and values-aligned investing
- Dedicated portfolio manager
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Get started
Most applications complete in under 7 minutes. Funding available within one business day for qualified applicants.
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1-800-MERIDIANThe Meridian difference
Designed for clients who expect more.
Institutional Access
Private equity, hedge funds, and direct deals typically reserved for institutions.
Tax Optimization
Active tax-loss harvesting and asset location strategies.
Global Research
1,200+ analysts informing every recommendation.
Also explore
Other wealth management solutions
Common Questions
Questions, answered.
Don't see your question? Our relationship bankers are available 24/7 to help.
Get Started
Get started with Investment Management.
Apply online in minutes, or speak with a relationship banker about your goals.