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Meeder Advisory Services, a registered investment advisor since 1991, helps financial representatives manage their clients' portfolios and grow their business more effectively, by employing Meeder's Tactical Asset Allocation and Strategic Fund Selection disciplines within an investor's preferred mutual fund family or variable annuity. Meeder Advisory Services undertakes the research, analysis, and decision-making that is a necessary but time-consuming part of any investment plan. Using an investment profile chosen by the Client with the assistance of their financial representative, Meeder Advisory Services allocates the assets in the Client's portfolio to those funds in their preferred mutual fund family or variable annuity that we believe have the best potential for returns in the current market environment. Meeder Advisory Services initiates all transactions and maintains a record of all account activity on behalf of the client and the representative. On a quarterly basis, the client will receive a statement from Meeder Advisory Services with their current and historic investment results, current account balance, and portfolio allocation. Depending on the profile selected by the Client, Meeder Advisory Services can allocate the Client's portfolio among stock, bond or money market funds, or among equity funds of different investment styles or sectors, based upon our evaluation of the risks and rewards of the financial markets. Web Site: www.meederadvisoryservices.com |
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6125 Memorial Drive,
Dublin OH 43017 | Toll Free 866-MEEDER-1 (633-3371) |
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