Meru Global:
Meru Global
picture+1.jpg

Advisors


COMPLEXITY SIMPLIFIED


 
 

NEW ACCOUNT REQUIREMENTS


 

1) MINIMUM NET INVESTABLE ASSETS

INDIVIDUALS: $100,000

INSTITUTIONS: $300,000

2) MINIMUM ACCOUNT VALUE

~25% OF NET INVESTABLE ASSETS

iNDIVIDUALS: $25,000

INSTITUTIONS: 75,000

3) APPLICATION REQUIREMENTS

$100 FEE + $3,000 OPENING FUNDS

Start Your Application To Open An Account (Application Fee Required)
 

INVESTMENT SERVICES


 

1) SEPARATELY MANAGED ACCOUNTS

Custom portfolios FOr individuals and INSTITUTIONS:

BROKERAGE, IRA, HSA, CORPORATE, fOUNDATIONS, ENDOWMENTS

 
 

2) PORTFOLIO MANAGEMENT

Asset Allocation, Manager, & Fund SELECTION

DISCRETIONARY, Non-Discretionary, Sub-ADVISORY Services

Risk measurement, analysis, & Monitoring

 

3) COMPANY RETIREMENT PLANS

QUALIFIED (Erisa) Plan investment Advisory:

401K, 403b, & Pension pLANs

 
 

4) OPPORTUNITY ZONE FUNDS

custom BUILT, SINGLE ASSET FUND SETUP AND MANAGEMENT

INSTITUTIONAL OR INDIVIDUAL INVESTOR READY

FULL LIFE-CYCLE COMPLIANCE MANAGEMENT

 
 

PRODUCT SUMMARIES & MEDIA