Meadowbrook Investment Advisors LLC

MeadowBrook Investment Advisors, LLC is an employee-owned SEC-registered investment advisor established in 1999 by former professionals from NBD and First Chicago Investment Management Company. The firm specializes in managing individually invested separate accounts for high net worth individuals and select institutional accounts, offering services such as asset mix advice, investment style mix, and security selection tailored to each client's needs and risk tolerance. MeadowBrook follows a consistent, disciplined, and systematic investment process to achieve long-term success. The firm's investment professionals have over 120 years of combined experience in equity research, fund management, and institutional portfolio management. MeadowBrook's fee structure is asset-based, with fees prepaid quarterly based on assets under management. The firm primarily uses Charles Schwab for brokerage services, providing access to institutional trading and custody services. MeadowBrook does not charge a separate custody fee for client accounts held at Schwab. The firm's investment strategies include core equity, small/mid-cap equity, international equity, and fixed income investments, managed with a focus on fundamental analysis, valuation, and risk control. MeadowBrook has a minimum relationship requirement of $250,000 in assets under management and does not use performance-based fees. The firm's investment approach considers various risks, including interest-rate, market, inflation, currency, reinvestment, business, liquidity, and financial risks. MeadowBrook has a strong commitment to information security and client confidentiality. The firm's advisors are supervised by other members, and clients receive regular reports on their accounts' holdings and activity. MeadowBrook prides itself on integrity, honesty, and acting in clients' best interests.