Private Wealth Management

The best relationships are founded on mutual understanding and trust. That is why we begin all client relationships by getting to know you, your values, your goals, and your Risk Profile.

This foundation of understanding ensures every detail of your portfolio aligns with your life and your goals. We offer more than general customization; we provide highly personalized service refined over our 70-year tenure. 

Our Approach

Dedicated Contact

In our personalized model, your portfolio manager serves as your primary contact. This one-on-one relationship enables consistent communication and ensures timely portfolio reviews, as well as alignment with evolving investment goals.  

Finding Balance

We aim for balance in everything we do, combining timely insights with timeless principles.

Asset Allocation

The simple truth is that one of the most important determining factors of your investment performance is asset allocation – the mix of stocks, bonds, and liquid assets that comprise your portfolio.

Unlike most asset allocation processes that offer rigid allocation strategies, we believe that diversification across asset classes must be constantly monitored and tailored to current market conditions. We design asset allocation strategies in ranges, enabling a level of flexibility to achieve your goals regardless of market trends.

After 70 years in business, we tend to take a long-term perspective on most things, and that holds true for our relationships with clients.

By providing exceptional service, and implementing sophisticated risk management procedures, we build multi-generational partnerships with our clients and their families. 

Investment Options

To meet the diverse needs of our clients, Morgan Meighen & Associates provides two main channels of discretionary investment management: proprietary Pooled Funds and Separately Managed Accounts. This offers flexibility and choice in how to preserve and grow your wealth – and may even incorporate a combination of both offerings. 

Investment Options

Your Dedicated Investment Partners

Morgan Meighen & Associates’ dedicated portfolio managers are directly accessible to clients, ensuring alignment in every decision. We do more than manage your money; we are partners in your success. 

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