Welcome:
Welcome and
thank you for considering the Meridian Family of Risk
Management Portfolios. Meridian Strategic Asset
Management is a registered Commodity Trading Advisor (CTA)
offering high quality alternative financial products
specifically engineered to hedge the intrinsic risks
associated with traditional investments. Our primary
focus is wealth management and wealth preservation
accomplished through the management of a diverse set of
non-correlative portfolios which utilize strategic asset
allocation, progressive risk management, and proven trading
methods.
We realize that you have many
investment opportunities from which to choose and thus we strive
to make the Meridian Risk Management Portfolios one of the best
and most logical options available. Our mission is to provide a
sustainable, reliable, and reasonable long-term return on
investment while effectively offsetting the intrinsic risk
associated with other investments including equities, real
estate, debt instruments, and insurances.
Introduction:
In order to be properly diversified
a total portfolio should include not only an equities (stock)
portfolio but also debt instruments (commercial paper, municipal
bonds, notes, mortgages, etc.), real estate (income producing
commercial and/or residential properties), certain insurances
(such as annuities), and a conservative, well diversified
commodities portfolio ("Managed Futures").
Why Managed Futures? Because
commodities, the physical assets traded within managed futures
portfolios, are the underlying instruments in which companies
and corporations deal. For example, United Airlines’
profits are contingent upon (among other things) oil prices;
General Mills – wheat and corn; Coke and Pepsi – sugar and corn
syrup; Home Depot – Lumber. All of these corporations are
also dependent upon currency exchange rates and interest rates.
Each of these commodities, and many others, serve as the
underlying assets and liabilities of the majority of the world’s
publicly traded corporations. Additionally, interest rates
directly impact lending rates, borrowing rates, and real estate
prices. Subsequently, a well constructed commodities
portfolio can serve as an effective hedge to your stock, bond,
real estate, and insurances portfolios.
Our Products:
The Meridian Risk Management
Portfolios are a collection of three strategically diversified
conservative commodity portfolios specifically engineered to
effectively off-set and manage the inherent risks associated
with other portfolio types.
Download a comprehensive
interactive presentation about our products
Our Mission:
“To provide a sustainable, reliable,
and reasonable long-term return on investment while effectively
offsetting the intrinsic risk associated with each individual
client’s portfolio mix.”
Our Investment Philosophy:
“Return on Risk is as important
as Return on Investment”
Our products have been built upon
the premise that return on risk is as important as return on
investment. The S&P 500 offers an average annual return of
12%. Yet, in 1929 it lost nearly 90% of its value and in
1987 and 2000 it lost roughly 45% of its value. The Dow
Jones offers nearly the same reward to risk ratio and the NASDAQ
is considerably worse. Is a risk of loosing 45% to 90% of
an asset's value acceptable? To see a comparison of
Meridian's reward to risk ratios to that of the industries most
accepted benchmarks
click here.
What Sets Us Apart:
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Innovation |
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Research, research, research.
The Meridian Risk Management Portfolios were developed through
a deliberate six year seven phase research and development
process. More Details
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Meridian takes positions in the
underlying assets and liabilities of the world's publicly
traded corporations. Not the corporations themselves.
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Meridian's historical return on
risk is significantly higher then the industry's leading
competition as well as the industry's most notable benchmarks.
More Details
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We manage risk more effectively by
diversifying positions not only across multiple sectors but
also in the mix between short sells and long buys. 99%
of other investment products, including mutual funds, bond
funds, real estate trusts, and others, carry no short (sold)
positions. This is a major risk! Nearly 40% of
Meridian's position are short (sold) positions. Thus, in
the event of cross sector and cross market devaluation
Meridian's short positions capture profits. These
profits help to off-set losses associated with long positions.
More
Details
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The Meridian Portfolios are
specifically engineered to effectively diversify and manage
the inherent risks associated with other portfolio types.
As such, portfolio holdings are diversified across currency
exchange rates, energy prices, interest rates, metal prices,
and agricultural prices.
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Our portfolios were built using a
proprietary analytical tool known as
PortfolioBuilder which
allowed us to observe and find markets which performed in a
complimentary, synergistic capacity. This results in
decreased volatility and risk.
More Details
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Returns are non-correlative to the
industry benchmarks of the S&P 500, Dow Jones, NASDAQ, etc.
Our Work Ethic:
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We are committed to personal
and professional excellence. This requires
continuous learning, self-improvement, and being open to
the critical feedback provided by our customers and
advisors.
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We believe strong
relationships and businesses are built upon honesty,
integrity, respect, openness, and mutual understanding.
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We rather be open and honest
about potential risks and conflicts-of-interest then to
have a disgruntled customer - we strive for complete
transparency.
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We know that putting the
customers' interests first is actually in our own best
interest. This is essential to developing life-long,
enthusiastic, and committed clientele.
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This web site provides detailed
information about the Meridian Risk Management Portfolios.
If you have any unanswered questions please don’t hesitate to
call our offices at any time.
We want to manage your risk and
market exposure.
Sincerely,
Dermod (Trip) Ives, III
Efstratios (Strat) Tsalas
Chief Executive Office
President
Meridian Strategic Asset
Management
Providing Effective Risk Management
