Meeder Advisory Services, Inc.
Meeder Advisory Services, Inc. is an SEC-registered investment adviser headquartered in Dublin, Ohio. Founded in 1991, the firm provides comprehensive investment advisory services primarily to individuals, charitable organizations, pension and profit sharing plans, and corporate clients. As of early 2025, the firm manages approximately $2.1 billion in assets under management and employs over 50 professionals. Meeder specializes in providing both discretionary and non-discretionary portfolio management services and is part of the Meeder Investment Management group, which has a long-standing history in the financial advisory sector.
Investment Strategy
Meeder Advisory Services, Inc. employs a diversified investment approach that combines active portfolio management with risk management strategies tailored to individual client objectives. The firm invests primarily in publicly traded equities, bonds, and mutual funds, utilizing a disciplined and research-driven process to generate risk-adjusted returns. Meeder's advisory process includes asset allocation, security selection, and ongoing portfolio monitoring to ensure alignment with client goals, market conditions, and regulatory requirements. The firm does not serve high net worth individuals but instead focuses on retail investors, charitable organizations, pension plans, and business entities.
Top Holdings
Equity Positions (607)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JMUB | J P MORGAN EXCHANGE TRADED F | 7.01% | $135.3M | 2,726,103 | $49.97 | $49.64 | +$8.7M |
I IEFA | ISHARES TR | 5.19% | $100.3M | 1,201,517 | $69.93 | $83.48 | +$18.6M |
N NVDA | NVIDIA CORPORATION | 4.54% | $87.7M | 554,838 | $59.80 | $157.99 | +$28.5M |
M MSFT | MICROSOFT CORP | 4.07% | $78.5M | 157,862 | $324.05 | $497.41 | +$22.8M |
I IEMG | ISHARES INC | 3.75% | $72.5M | 1,207,062 | $50.57 | $60.03 | +$12.3M |