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Meeder Investment Management Snapshot
At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.
DO THE RIGHT THING: We commit to our clients and each other to operate with integrity. We hold ourselves and each other accountable for our results and our engagement in the business. We operate transparently and expect our associates to do what is best for our business.
DRIVEN & RESULTS ORIENTED: We are driven by our passion to make a lasting impact on our clients and colleagues. We set ambitious goals, knowing that while perfection may be unattainable, its pursuit leads us to excellence. We are curious and open minded, act with a sense of urgency, and celebrate our accomplishments.
RELATIONSHIPS MATTER: We believe that building strong relationships with our clients and each other is the best way to achieve exceptional results. We engage with humble confidence, take ownership of our actions, and trust and value each other. Effective teamwork is more important than any team member
because the whole is greater than the sum of its parts.
CONTINUOUS IMPROVEMENT: We believe growth comes from continuous learning and innovation. While mistakes may be made along the way, we embrace and implement what they teach us. We develop ourselves and each other and give and welcome feedback. Our clients benefit from our recognition that the status quo is not good enough.
DISCIPLINE: We are committed to upholding the highest personal and professional standards. We approach every endeavor prepared and polished—building thoughtful plans, executing with focus, and remaining relentlessly objective in the face of challenges. We recognize that while we may not be prepared
for every event, we can choose how we respond.
DO THE RIGHT THING: We commit to our clients and each other to operate with integrity. We hold ourselves and each other accountable for our results and our engagement in the business. We operate transparently and expect our associates to do what is best for our business.
DRIVEN & RESULTS ORIENTED: We are driven by our passion to make a lasting impact on our clients and colleagues. We set ambitious goals, knowing that while perfection may be unattainable, its pursuit leads us to excellence. We are curious and open minded, act with a sense of urgency, and celebrate our accomplishments.
RELATIONSHIPS MATTER: We believe that building strong relationships with our clients and each other is the best way to achieve exceptional results. We engage with humble confidence, take ownership of our actions, and trust and value each other. Effective teamwork is more important than any team member
because the whole is greater than the sum of its parts.
CONTINUOUS IMPROVEMENT: We believe growth comes from continuous learning and innovation. While mistakes may be made along the way, we embrace and implement what they teach us. We develop ourselves and each other and give and welcome feedback. Our clients benefit from our recognition that the status quo is not good enough.
DISCIPLINE: We are committed to upholding the highest personal and professional standards. We approach every endeavor prepared and polished—building thoughtful plans, executing with focus, and remaining relentlessly objective in the face of challenges. We recognize that while we may not be prepared
for every event, we can choose how we respond.
Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financials advisors and their clients as well as government entities, with over $150 billion in assets under advisement.*
Meeder’s advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
*Assets under advisement consist of $63.82 billion of regulatory assets under management for which Meeder Investment Management’s registered investment adviser affiliates provide continuous and regular investment management services as disclosed in their Form ADV and non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation but does not have the authority to effectuate transactions as of December 31, 2024.
Meeder’s advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.
*Assets under advisement consist of $63.82 billion of regulatory assets under management for which Meeder Investment Management’s registered investment adviser affiliates provide continuous and regular investment management services as disclosed in their Form ADV and non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation but does not have the authority to effectuate transactions as of December 31, 2024.
