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Individualized Investment Guidelines — To keep your
account flexible and strong.
Our clients’ accounts are
separately managed to follow individualized investment
guidelines that reflect their risk tolerances, income needs
and overall investment objectives. Once invested, portfolios
are actively monitored and managed to maximize yield and
capitalize on market opportunities. Investment strategy
dynamically adjusts within the context of these guidelines to
reflect changing economic circumstances.
Diversification — To
protect principal, and liquidity.
Portfolios are diversified by
sector, maturity and issuer in order to safeguard both
principal and liquidity. Meredith combines the analysis of
the rating agencies with our knowledge of the fundamentals and
historic performance of the taxable marketplace, to enhance
yield without compromising safety.
Individualized Approach —
But with a full-team commitment.
Our individualized approach to
portfolio management is combined with a team oriented client
service structure to provide the full range of client
services. Clients have access to and consult with portfolio
managers and client service personnel as needed. Customized
reporting is available on request.
A properly structured and managed
portfolio can provide consistently higher yields than a
static investment strategy of limited breadth. Contact
Meredith Portfolio Management to discuss how we can help you
to achieve your investment objectives. |
