Meeder Advisory Services, Inc.

Overview

Meeder Advisory Services, Inc. is an SEC-registered investment adviser operating since 1991. The firm is organized as a corporation with mixed domestic entity and individual ownership. Its client mix includes both individuals and families as well as institutional clients. Meeder provides portfolio management for individuals, small businesses and for business or institutional accounts, and charges fees based on a percentage of assets under management as well as fixed fees. The firm is not identified as an ESG investor and is not set up as a multi-state adviser or pension consultant. It also reports affiliations across the financial services ecosystem, including broker‑dealer activities, other adviser roles, CPO/CTA involvement, trust company services, and sponsorship or GP/manager roles in pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives