Meeder Asset Management, Inc. provides discretionary investment management services, focusing on quantitative investment analysis and tactical asset allocation. Founded in 1974, Meeder Asset Management, Inc. offers specialized investment solutions including the Meeder Investment Portfolios, which consist primarily of affiliated mutual funds designed to meet various risk tolerances and objectives. Additionally, Meeder Asset Management, Inc. offers Short-Term Fixed Income Portfolios constructed from individual bonds, commercial paper, and certificates of deposit for clients seeking liquid income. While Meeder Investment Portfolios themselves do not charge an investment advisory fee directly, clients typically pay a fee to an unaffiliated financial adviser or broker-dealer who refers them and provides ongoing consultation. Meeder Asset Management, Inc. also manages institutional portfolios, registered investment companies, and retirement plans through its affiliated entities. The firm emphasizes risk management through its defensive investing philosophy, shifting between equities and fixed income based on proprietary quantitative market models.
Fee Structure
Meeder Investment Portfolios are offered to clients without a direct investment management fee from Meeder Asset Management, Inc., though clients pay a separate fee of up to 1.50% to their unaffiliated financial adviser or broker-dealer for consultation and account services. For accounts holding individual Meeder mutual funds, Meeder Asset Management, Inc. waives any investment advisory fee otherwise due for the sums invested in those funds. For Short-Term Fixed Income Portfolios, fees are agreed upon between Meeder Asset Management, Inc. and the referring financial adviser, generally requiring a minimum investment of $1,000,000.