Broker Check

INVESTMENT MANAGEMENT

PROVIDING A DISCIPLINED INVESTMENT PROCESS

The hallmark for our investment management process is personalization. Your portfolio is carefully designed to meet your objectives. We employ our investment experience and industry contacts to research and identify the best investment vehicles to suit your needs from a wide variety of bank investments, securities, and insurance.

We help to select qualified investment managers and track their investment discipline and performance over time to ensure the integrity of your portfolio. We provide regular and detailed reporting, helping you evaluate your investment returns and progress.

TAILORED TO YOU

Each client’s investment portfolio is designed based on their unique situation, goals, time horizon and level of risk tolerance. And rather than chasing arbitrary market benchmarks, we strive to produce the specific results you need to meet your personal objectives.

RESEARCH & EXPERIENCE, NOT HUNCHES

At MEA, we invest for the long term, and we base our decisions on clear evidence of what works. Drawing from respected bodies of academic research, we allocate your assets with the aim of pursuing your growth needs with as little risk as possible. *

CLARITY AND COMMUNICATION

Over time, we continually evaluate client portfolios and adjust as necessary to keep your investments aligned with your objectives. We provide regular and detailed reporting and meet with clients regularly to review their progress.

 

*INVESTMENTS IN SECURITIES DO NOT OFFER A FIXed RATE OF RETURN. PRINCIPAL, YIELD AND/OR SHARE PRICE WILL FLUCTUATE WITH CHANGES IN MARKET CONDITIONS AND, WHEN SOLD OR REDEEMED, YOU MAY RECEIVE MORE OR LESS THAN ORIGINALLY INVESTED. NO SYSTEM OR FINANCIAL PLANNING STRATEGY CAN GUARANTEE FUTURE RESULTS.