Meru Global:
Meru Global
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Advisors

COMPLEXITY SIMPLIFIED

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INSTITUTIONAL RETIREMENT PLANS

QUALIFIED plans (Erisa):

401K, 403(b), & Pension pLAN mANAGEMENT

INDIVIDUAL ACCOUNT SERVICES

IRA, HSA, BROKERAGE, PRIVATE WEALTH MANAGEMENT

Custom portfolios

PORTFOLIO MANAGEMENT

DISCRETIONARY, Non-Discretionary, Sub-ADVISORY Services

CUSTOM uncorrelated return strategies

Asset Allocation & Manager SELECTION

Risk measurement, analysis, & Monitoring

OPPORTUNITY ZONE FUNDS

custom BUILT, SINGLE ASSET FUND SETUP AND MANAGEMENT

INSTITUTIONAL OR INDIVIDUAL INVESTOR READY

FULL LIFE-CYCLE COMPLIANCE MANAGEMENT