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MPM ‘s underlying philosophical orientation is that we -
believe that in a world of uncertainty, people can speculate
about the truth yet not actually know it. We vest our
Investment Policy Committee with this underlying viewpoint to
stimulate a free and open internal forum for critique and
re-evaluation. This is part of the theory of reflexivity,
which says that when people search for the truth in a set of
facts, most disregard how their own biases distort their
perception.
We want
to be able to keep an open mind and look for situations that
are undervalued or overvalued and where the price is being
pushed too far from “equilibrium.” At the same time, we
continue to believe that we need to identify where we are in
the overall cycle, and we keep in mind that MPM is primarily a
preservation-of-capital firm and operates investment
strategies with low risk tolerances.
MPM
Customer Centric Approach
The client is
at the center of our world, which is why we are committed
to
offering
only the highest quality service.
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As an independent asset manager,
the company has no permanent obligations to specific
financial institutions, investment products, or managers,
and we are free to use the services of the world’s best
financial companies.
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Based on a comprehensive
analysis of a client’s financial situation, we work together
with the client to develop a personal portfolio structure
that utilizes both traditional and alternative investments.
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Our familiarity with tax issues
leads to tax efficient fixed income portfolios.
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Risk management experience
offers systematic risk analysis, monitoring and reporting.
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We conduct primary research in
equity asset classes.
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Experienced client advisors and
portfolio managers offer client access to professionalism
with continuity.
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Individualized, consolidated
quarterly reporting is standard.
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Meredith Portfolio Management’s
consulting services are customized for each client and do
not use any “off-the-shelf” investment strategies or
solutions.
At Meredith Portfolio Management
Inc. (“MPM”), we believe that every client is unique. That's
why our Private Asset Management service custom tailors
investment strategies to fit your situation in life, taking
into account your goals and your risk tolerance.
What’s special about our
specialization.
We specialize in sophisticated,
customized money management for individuals, families and
institutions, whether your account is $500,000 or $50 million.
Our portfolio managers are experts in a wide range of
investment styles. They'll work with you and your team of
advisors to develop tax-efficient strategies for building
wealth, earning income, and protecting capital.
An investment process that
is as unique as your needs are.
MPM’s investment process is highly
personalized: tailored to your goals, tax status, investment
horizon, and tolerance for risk. We match your needs to
specific portfolio managers who create and then implement an
appropriate investment strategy.
We foster taking a unique
approach to managing a portfolio.
Each of our portfolio managers has
a unique approach, whether working through value and growth
disciplines or more opportunistic methodologies. Together,
they offer U.S. and foreign equity, fixed-income, and balanced
investments, and can also create a socially responsive
portfolio to suit your wishes.
Protecting assets as well
as opportunities.
In every case, we strive to
structure an individual portfolio to protect assets and
maximize interest income and capital gains opportunities. We
can tailor clients’ portfolios to achieve such income streams
as they pursue enhanced returns, in part by taking advantage
of liquidity in the credit markets.
Investment Policy Committee.
Our investment strategy is
directed by the firm’s Investment Policy Committee (IPC). Each client is offered the highest level of service through a
team of investment professionals assigned to handle individual
needs on a day-to-day basis. Our portfolio managers are
integral to the IPC, and they communicate key issues and keep
clients updated on the markets, the economy, and the
positioning of the portfolios.
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