Meridian Capital Advisors
Englewood, CO 80112
ph: (877) 300-9991
fax: (877) 211-3896
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At Meridian Capital Advisors we believe that successful investing begins with a well designed portfolio. Diversification is the cornerstone of risk adjusted returns. We employ portfolio design strategies that incorporate not only traditional investment classes such as stocks and bonds but also alternative investments such as commodities, hedge funds, and private placements. By investing in alternative asset classes we are able to achieve well rounded risk adjusted returns for our clients.
After receiving input from a client questionnaire provided by Meridian Capital Advisors and a review of your financial profile, you will be provided a no obligation customized portfolio designed to meet your specific needs. Your custom portfolio will consist of no-load exchange-traded fundsfor each of the fixed income, equity, and commodity portions of your account. We tailor your account as either a buy and hold account (for tax-efficiency) or provide protection through the use of proprietary hedging stategies to lower levels of risk exposure at certain well defined points in market cycles (usually reserved for tax-deferred accounts only).
Let our team of experts review your portfolio and give you a no cost report on investing with alternatives. We at Meridian Capital Advisors specialize in Alternative Investments. If you are an accredited investor and are not currently using alternative investments to reduce your risk and improve returns, let us show you how. Contact us today to discuss how alternative investing can improve your returns and reduce your portfolio's risk.
In addition to a customized portfolio for each client, Meridian Capital Advisors employs a Financial Planning approach to balancing both sides of our clients' balance sheet to reach their specified goals. We meet annually with each client to update their complimentary financial plan. We focus on a goal oriented outcome. To do this we must look at each clients' overall debt and portfolio allocations and make recommendations to reduce interest expenses and enhance portfolio risk adjusted returns.
Copyright © 2011 Meridian Capital Advisors, LLC. All rights reserved.
Meridian Capital Advisors
Englewood, CO 80112
ph: (877) 300-9991
fax: (877) 211-3896
support