Meeder Advisory Services, Inc.

Overview

Meeder Advisory Services, Inc. is an SEC-registered institutional RIA (registered in 1991) that provides discretionary portfolio management for both individual/family clients and institutional/business clients. The firm charges a mix of percentage-of-AUM and fixed fees and lists portfolio management for individuals/small businesses and for businesses or institutions among its core advisory activities. The firm's corporate structure and reported affiliations extend beyond pure advisory work: filings list ties to a broker-dealer, other investment advisers, a CPO/CTA, a trust company, and roles as sponsor or managing member of pooled investment vehicles. Meeder reports it is not an active ESG investor and does not present itself as a pension consultant or multi-state adviser.

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