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Our
integrity, our independence and our dedication to honoring the unique
needs of each investor stand behind each advisory and management service
we offer.
Meredith
Portfolio Management Inc. provides advisory services to organizations
worldwide, and manages investment products for high net worth
individuals, corporations, foundations, charitable organizations and
pension funds.
Client
funds are segregated and held in individual accounts holding portfolios
tailored to clients’ specifications. Meredith Portfolio Management
creates a custom investment portfolio for each client, suited to meet the
client's unique needs - taking into consideration such –vital aspects as
time horizon, income requirements, outside holdings, and tax status.
Meredith
Portfolio Management and its affiliate managers’ products currently and
in the future will include single strategy fixed income funds, fund of
funds, structured products, and advisory services.
Robert R. Meredith
& Co., Inc., an affiliated broker-dealer, helps private investors,
including corporate executives, build and manage their wealth according
to clearly defined investment objectives and a toolset of strict
disciplines.
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