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Meredith Portfolio Management Inc.
       
 
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Meredith Portfolio Management Inc.
 
 
Overview: 

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.

Our Philosophy

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.
History:  Founded in 1992.
Toll Free:  +1 800 944 4491


 
 
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