Meketa Investment Group Inc. /adv
Meketa Investment Group, Inc. is an independent, employee-owned investment consulting and advisory firm headquartered in Westwood, MA. Founded in 1974 by James Meketa, the firm serves a wide range of institutional investors including public and private pension funds, endowments, foundations, healthcare organizations, Taft-Hartley plans, and other institutional clients. With over seventy employee shareholders, Meketa provides customized investment solutions and strategic advice, leveraging more than four decades of experience to support client missions. The firm is notable for its low client-to-consultant ratio and emphasizes integrity, excellence, and long-term client partnerships.
Investment Strategy
Meketa Investment Group specializes in providing tailored investment consulting and advisory services to institutional clients. Their strategy emphasizes a data-driven approach, integrating both detailed micro-level analysis and broader macroeconomic trends. Meketa constructs diversified, risk-managed portfolios designed to align with each client's unique goals, values, and constraints. The firm provides staff support, asset allocation guidance, risk management, portfolio construction, and ongoing monitoring—often across traditional and alternative asset classes, including real estate, to achieve strategic growth, steady income, and inflation protection. Meketa values strong client relationships built on integrity and decades-long perspective.
Top Holdings
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMT | AMERICAN TOWER CORP NEW | 5.42% | $1.8M | 8,098 | $202.08 | $221.02 | -$471.0K |
U UNP | UNION PAC CORP | 5.16% | $1.7M | 7,406 | $232.00 | $230.08 | -$104.4K |
C CCI | CROWN CASTLE INC | 5.09% | $1.7M | 16,359 | $98.31 | $102.73 | -$444.6K |
N NEE | NEXTERA ENERGY INC | 4.98% | $1.6M | 23,695 | $71.26 | $69.42 | -$253.2K |
C CG | CARLYLE GROUP INC | 4.96% | $1.6M | 31,869 | $46.23 | $51.40 | -$3.8M |