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).