Meridian Investment Advisors

Meridian Investment Advisors is an independent SEC Registered Investment Advisor established in 1983, headquartered in Little Rock, Arkansas. The firm manages $766,523,683 in discretionary assets for various clients, including endowments, foundations, retirement plans, individuals, and high net worth families. Meridian offers customized investment management solutions through continuous client interaction, providing discretionary investment management services. The firm assists clients in setting goals, establishing investment strategies, and managing financial asset portfolios. Meridian may direct clients to third-party investment advisers after due diligence. The firm's Retirement Services division offers retirement plan consulting for defined contribution plans. Meridian acts as a fiduciary under ERISA and the Internal Revenue Code, ensuring recommendations are in the client's best interest. The firm charges an annual fee based on a percentage of the account value, with fees payable quarterly. Meridian does not offer performance-based fees and serves individuals, high net worth families, trusts, estates, charitable organizations, and corporate retirement plans with an initial minimum account size of $500,000. The firm's investment strategies include asset allocation, common stocks, fixed income, ETFs, mutual funds, and direct indexing. Meridian has a Code of Ethics, reviews client accounts regularly, and does not accept voting authority for client securities. The firm does not have custody of client funds but has constructive custody for fee deduction purposes. Meridian's financial condition is stable with no impairments affecting client commitments.